Tax
Although your accountant is the expert when it comes to tax advice, often financial planning advice has incidental tax consequences. Financial Planners often recommend investment structures which provide tax efficiency both now and when looking to transfer wealth to the next generation.
Common areas of Financial Planning which involve incidental tax advice can include:
- Salary Sacrifice to superannuation
- Salary packaging (car, mortgage, credit card, meals)
- Tax effective investing (Superannuation, Investment Bonds, Managed Funds and Direct Shares)
- Structuring and Ownership (Family Trusts, Self Managed Super Funds, Individual and Joint ownership of investments)
- Estate Planning
Talk to a Health Super Financial Planner today to discuss your situation.