Financial Services

Tax Advice

A key component of wealth creation is Tax Planning. With the right tax advice, you can structure your income, superannuation, investments and debt to create significant tax savings.

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Tax advice outlines the appropriate financial strategy required to manage the amount of tax you pay.

Due to many factors contributing to the amount of tax you pay, there is value in planning your finances and investments so that they are tax effective and you don’t pay more tax than you need to.

Tax planning involves advice for maximising your after-tax income, managing capital gains tax (CGT), utilising the tax incentives of superannuation, structuring your investments correctly for tax purposes and the tax implications of borrowing to invest.

Our tax planning services directly align with our investment advice and financial strategies by focusing on reducing your taxable income and increasing after-tax returns on your investment portfolio.

All new clients of Wealth Seekers are eligible for a free tax planning appointment where one of our Financial Advisors will take an hour or so with you to discuss your tax minimisation options and explore with you what tax advice will enhance your capacity to grow your personal wealth.

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