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Service

Tax Planning

  • How We Can Help
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    • Tax Planning
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Tax is a complex area, and becomes more so if you run a business or have several sources of income.

Numerous factors will affect the amount of tax you should pay each year, including your job, savings and personal circumstances. But for many of us, fear of paying too little tax (and the possibly consequences) means we often end up paying too much.

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Inheritance tax
Staff Member 5
Capital gains tax
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Savings
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Retirement planning

Accountants do not advise on Wealth Creation:

Most individuals believe it is the accountant's responsibility to come up with tax planning strategies, however, this is a common mistake and misconception in the marketplace. The reason being, accountants are responsible for completing your individual tax returns from the previous financial year, not the current or future financial year.

We provide tax planning advice to our clients in combination with strategies on how to build wealth.

You can boost your finances with some careful tax planning. This will be an ongoing process rather than a one-off activity, because tax law is complex and never stays still for long. By staying up to date with the latest rules, reliefs and allowances, you can ensure that you are not paying any more than you need to.

At Annuity Strategic, we can help you identify all your areas of tax wastage and advise you on ways to become more tax efficient, saving you a significant amount of money over the longer term.

Key Tax Planning Strategies

By obtaining strategic tax planning advice, we assist clients in reducing their taxable income on a number of key strategies, including:

  • How buying an investment property can reduce the tax you pay every year.
  • How prepaying interest on investment loans can assist you with a one year tax benefit.
  • How salary sacrificing money into superannuation can significantly reduce you tax liability.
  • How building a share portfolio can reduce your taxable income depending on your current marginal tax rate.
  • How to structure investments correctly to reduce the overall tax you pay on earnings and future capital gains (i.e. individual, company versus superannuation and pension structures).
  • How to plan for your retirement to ensure you are minimising your tax liability when you do eventually retire from the workforce.
Financial Services Guide

Download PDF brochure

If you require advice on tax planning strategies,
please request your complimentary first appointment.

Get in touch

Suite 87, Level 12, 316 Adelaide Street,
Brisbane City, QLD, 4000

(07) 3621 4076

info@annuity.com.au

To make an enquiry please complete the form above.

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  • Home
  • About Us
    • Overview
    • Why We Are Different
    • Meet the Team
    • Our History
  • What We Do
    • How We Can Help
    • Our Services
      • Cash Flow Management
      • Growing Wealth
      • Risk Management & Personal Insurance
      • Retirement Planning & Superannuation
      • Tax Planning
      • Investment Planning and Strategy
      • Business Advice
    • How We Work
      • Financial Planning Process
      • Investment Approach
    • Fees
  • Our Clients
    • Who We Help
    • How to Get Started
    • Client Stories
      • Paying For Your Child’s Education
      • Planning For Retirement
      • Increasing Income From Investments
      • Estate Planning
      • Tax Planning
      • Business Owners
      • Financial Planning During Divorce
      • Planning For Your Family’s Financial Security
      • Preparing For Uncertainty
    • FAQs
  • Resources
    • General
      • Typography
      • Grid System
      • Stripe Sections
      • Video
      • LightBox
    • Elements
      • Picture Boxes
      • Icon Boxes
      • Stages
      • Feature Lists
      • Info Boxes
      • Tabs & Toggles
      • Split Sections
      • Pullquote
    • Elements 2
      • Testimonials
      • Image Gallery
      • Carousel & Slider
      • Stats Data
      • Pricing Plans
      • Standard Tables
      • Other Elements
    • Extra Pages
      • Home Page 2
      • Home Page 3
      • Services Page 2
      • Team Page 2
      • Team Member Profile
      • Blog List Layout
  • Contact Us