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: [email protected] 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.

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