Investing and reducing your tax liability

Earnings from investements are subject to government tax. We can help you to reduce your tax liability from these earnings.

Earnings from investments contribute to the overall income for many Australian households. Since such income is subject to government taxes, it is sensible to structure investments in tax effective manners.

Here are some ways in which you could reduce your tax liability:

• Reallocate profits or salary package proceeds into superannuation which reduces your tax liability while planning for a dignified retirement;
  
  
• Start a wealth creation portfolio now, using a tax effective investment with a Tax Office Product ruling;
  
  
• Consider a $3,000 dependant spouse contribution to super;
  
  
• Revisit your current financial arrangements to bring forward interest;
  
  
• Salary Package to minimise your overall tax position.

 

Case Studies

• We have compiled an number of case studies which may be of interest to better explain and give some examples of options which may suit different circumstances and goals.

• Case Study - Kris and Lisa

  Kris has retired and has no super remaining. His spouse Lisa is still working. She is using super contribution splitting to minimise her tax liability and give their super nest egg an extra boost before she retires.

  read more

• Case Study - John and Karen

  John and Karen are thinking of salary sacrificing into super funds. What are the tax benefits and just how much extra can they save towards their retirement.

  read more
• Want to read more case studies and informative articles