Liberation Wealth Management

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  • Home
  • Our Approach
    • Our Approach
    • Design
    • Nurture
    • Enjoy
  • Our Services
    • Risk Management and Insurance
    • Business Insurance and Succession Planning
    • Estate Planning
    • Tax Planning
    • Retirement Planning
    • Wealth Management
  • Our Clients
  • Testimonials
  • Contact
    • Contact
    • Meet Roland
  • Client Access

TAX PLANNING

Tax planning is instrumental to the creation and preservation of wealth.
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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
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Roland Badia (BComm ADFP DFP)
​Financial Adviser
ph 0413 832 012
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Liberation Financial Planning Pty Ltd trading as Liberation Wealth Management is a Corporate Authorised Representative No. 1246629  of Boston Reed  Pty Ltd  AFSL 225 738
General Advice Warning: All information provided in this website is general in nature and does not take into consideration your objectives, financial situation or needs. We recommend that you seek professional advice before acting on any information.