The end of the 2014/15 financial year is fast approaching, so now’s the time to review what strategies you can use to minimise your tax.
- Ownership of Assets
Its is important to review the ownership of your investments. Any change of ownership needs to be carefully planned in relation to any capital gains tax and stamp duty implications. Investments may be owned by a Family Trust, which has the key advantages protecting assets and providing flexibility in distributing income on an annual basis in a tax effective way. Please seek our advice before making any changes.
Contact us before the 30 June 2015 deadline for assistance to reduce your tax!
Email: firstname.lastname@example.org or call Julian on 0408033696
This information is general nature and does not take into account your individual needs and objectives.
Please do not act on any information before seeking advice from a qualified Accountant and a licensed Financial Planner.