Tax Planning & Preparation
We work side to side with the separate accounting firm, D.J. Stone Accountant (ABN 37 050 984 528) to provide tax preparation and tax planning strategies tailored to you.
Tax Planning is more than just lodging your income tax returns. Tax planning can help minimise the tax you pay and maximise your personal and family wealth.
Some of the ways we can help you with your tax planning, includes:
- Tax-effective investment strategies – grow your family’s wealth by investing in long-term tax effective investment options
- Choose the right tax-structures including family trusts, Self Managed Super Funds (SMSF) etc
- Determine the best time to sell investments in order to minimise potential capital gains tax consequences
- Tax effectively transfer wealth between family members
- Utilise salary sacrifice contribution strategies.
To request a no cost, no obligation appointment, please give us a call (03) 6344 3899 or complete the contact form below: