Taxation Services

The basis of Strategic Wealth Management is centered around strategic taxation planning. Wealth creation should always be tied in with taxation planning

• Wealth creation will increase with tax effective structures
• Legal ways to minimise your taxation liabilities
• Advice on how best to structure your financial affairs
• Assistance with establishing business structures
• Preparation and lodgement of Income Tax Returns

Advice, recommendations and annual maintenance for various structures including:
• Companies
• Unit Trusts
• Discretionary Trusts
• Hybrid Trusts
• Self Managed Superannuation Funds & Partnerships