This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Before making any decision, you should obtain a copy of and consider the relevant Product Disclosure Statement.
Investment Strategies
The structure through which you invest, especially the tax strategy you use, can have a huge impact on whether or not you achieve your financial goals. Before you invest through a particular structure, you need to understand the many implications of that investment, including how it will be taxed, what income it will provide, and how it may affect your social security entitlements.
No matter how much or how little money you have, financial planning is about making the most efficient use of the money that you have. As experienced advisers we can assist you to plan an appropriate investment strategy using difference tax structures.
We provide access to the following investments:
- Australian Equities
- International Equities
- Cash/Fixed Interest
- Property Trusts
- Hedge Funds
- Socially Responsible Investments
Margin Lending
Margin lending is a tax effective way of borrowing against your share and managed fund investments to increase the overall value of your portfolio.
Margin Lending increases the value of your investments allowing greater diversification and potential returns with tax deductible interest. However, it is not a suitable investment strategy for everyone. We can advise whether margin lending is worthwhile for you.
Tax Planning
Long term tax planning impacts as much on wealth creation as investment planning. We can provide whole-of-life tax planning to supplement your year to year tax planning provided by your accountant.
We can work with your Accountant to ensure that the tax advice that they provide to you is incorporated into the financial planning process.
