Strategic tax planning is the process of structuring your financial affairs in a manner that optimises the tax efficiency and flexibility of your financial arrangements.
Serious investors treat tax seriously.
The single biggest drain on your wealth is taxation. Our advisers work with you to develop strategies tailored to your personal financial position and objectives to minimise the negative impact of taxation on your wealth.
Appropriate structuring of your financial affairs from the outset helps to ensure that you have the greatest flexibility to deal with future outcomes in the most tax effective way possible.
Our advisers utilise numerous tax structures such as superannuation and self managed superannuation funds, discretionary family trusts, units trusts, corporations and other tax structures, combined with numerous income and capital gains management strategies to ensure that your wealth creation efforts are maximised.
We work with you to design and plan a strategy which appropriately considers your likely tax outcomes. We then work with your tax agent to help them understand and execute your financial strategy in the most appropriate and tax efficient manner.
Note: We are not Tax Agents or Accountants and cannot provide you with specific Taxation advice or file your tax return.
Authorised Representative No. 416387
Joel is the founder and CEO of UGC.
He is a licensed financial advisor with 15 years experience assisting clients grow, manage and protect their wealth.