Tax planning is instrumental to the creation and preservation of wealth.
In formulating a plan, Liberation Wealth Management will take into account crucial elements such as:
Please note, we are not tax specialists, and any tax planning is only incidental to financial planning advice
In formulating a plan, Liberation Wealth Management will take into account crucial elements such as:
- In whose name should the assets be purchased to minimise the impact of income tax?
- In whose name should the assets be held to minimise the impact of capital gains tax?
- Which is the most appropriate structure for you to hold assets in, your personal name, family trust, superannuation, companies etc….?
- Can you convert non-deductible debt into deductible debt?
Please note, we are not tax specialists, and any tax planning is only incidental to financial planning advice