Wealth Preservation


Making sure the right people get the right assets at the right time...Tax Minimisation & Estate Planning


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Nobody likes paying more tax than they need to. So it’s necessary to implement strategies and structure your portfolio with tax minimisation in mind. For some clients, this will be in the form of issues such as minimising Capital Gains Tax (CGT), taking advantage of franking credits or transferring assets in-specie.

For others, it may be salary sacrificing into super, moving into a tax free pension under the ‘Transition to Retirement’ rules, or restructuring personal insurances.

We work with your Accountant or Taxation Agent to help you effectively and legitimately reduce your tax liabilities on both a personal and (if applicable) business level.

What will happen to your super, investments and insurances in the event or your death or permanent disablement? It is critical to ensure that you plan for those left behind via estate planning. Comprehensive estate planning ensures that the beneficiaries of deceased estates have the greatest flexibility to manage their entitlements. A well structured estate plan can allow beneficiaries to take advantage of income tax savings to delay the imposition of Capital Gains Tax (CGT) and to minimise stamp duty.

Estate Plans, including Wills, rarely come in a ‘one size fits all’ format. Instead, many people want their specific needs detailed, including how their estate is managed and distributed to future generations of beneficiaries (intergenerational wealth transfer).

We work with your Lawyer and Accountant to help you effectively plan your estate to offer certainty and flexibility to you and your family, giving you peace of mind that your loved ones will be looked after according to your wishes.