Investment Tax Effectiveness

Effective wealth management demands Investment Tax Effectiveness to optimise the return on your portfolio, to improve asset protection - and investment efficiency. There are certain actions we can take early in the year to ensure tax costs are managed effectively from a cash flow and financial advantage perspective: by planning now, you can avoid a last-minute rush (that may prove an expensive action) at year’s end. Some of the things you [...]

By |2018-01-04T17:30:34+10:00January 25, 2013|Risk Insurance Strategies, Wealth Management|0 Comments

Investment success contributor: Salary Packaging

Salary packaging as an investment success contributor We are all looking for investment success contributors: salary packaging is one of the more accessible, and if used effectively, very successful. Salary Packaging can lead to financial benefit In readiness for the start of each new financial year, as we reflect on how effectively we have utilised the financial resources available to us during the past financial year, we often hear discussion [...]

By |2018-01-10T09:56:11+10:00June 11, 2012|Tax, Wealth Management|0 Comments

Windfall gains wisdom

 - making your tax refund bigger Windfall gains wisdom will ensure that those unexpected financial benefits ‘keep on giving’ as they say. Such gains can arise from a variety of sources, but one that many of us relate to, is the annual tax refund. Around August through October each year many of us will be receiving a refund from the ATO: this is not a generous gesture on behalf of [...]

By |2021-06-16T09:13:52+10:00August 14, 2010|Wealth Management|0 Comments

Superannuation Co-Contribution

At the time of original posting of this article a superannuation co-contribution is available from the Government. Superannuation fund members who make a personal after tax superannuation contribution during the financial year, are eligible for a co-contribution of fifty cents for each dollar of such contribution, up to $500. Using this strategy, a superannuation investor can generate a 50% tax free return on their contribution investment within one year. In [...]

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