For the majority of clients, properly structured, tax-effective investment strategies will make a significant difference to your future net wealth position. Our significant experience in advising the clients allows us to develop tailored investment strategies incorporating both financial strategy (and structure) and investment strategy (asset allocation).
Working in conjunction with Hejaz Accounting, we will ensure your financial strategy is consistent with your objectives and takes full advantage of tax effective structuring of your affairs. Components of such strategies may include:
> Superannuation contribution and pension strategies
> Family Trust structures
> Self-managed superannuation strategies
> Tax effective estate plans and intergenerational wealth transfer
Through getting to know you, your situation and your financial aims, we will develop a tax reduction plan tailored to your needs.