Services

Taxation Strategies

Consideration should always be given to the effects of taxation on your personal situation when looking to build wealth. Focusing solely on investments can often reduce the after-tax (in your pocket) benefit of your investments. We are familiar with all types of investment vehicles and the associated taxation structure of each, including superannuation, pensions, companies, family trusts and individual investing (both gearing and non-gearing).

While everybody wants to maximise returns for a given level of risk, greater benefits can often be achieved through restructuring your income, altering the investment vehicle used for your assets, or taking advantage of tax concessions available to you – all without taking any risk.

We look at every legal avenue to ensure that you – and not the taxman – get what is rightfully yours. Taxation strategies are not restricted to the exceedingly wealthy, and everyday people can benefit greatly by adopting tax minimisation strategies.

Australian Financial Services Licensee: Custodian Financial Group Pty Ltd

License Number: 465524, ABN: 48 738 720 905