Acquired Financial Planning

Services

Tax Minimisation Strategies

Paying tax is inevitable, but the big question is – are you paying too much tax? There are numerous strategies to reduce the amount of tax we pay throughout our lifetime. That’s where Acquired Wealth steps in. We can provide expert tax minimisation solutions for you including:

  • Transition to retirement strategies
  • Salary packaging and/or salary sacrifice
  • Borrowing to invest
  • Managing super contributions
  • Structuring the ownership of your assets tax effectively
  • Tax deductible contributions to superannuation
  • Super contribution splitting strategies
  • Capital Gains Tax (CGT) planning
  • Maximising the CGT small business concessions
  • Maximising your estate by reducing tax paid by beneficiaries
  • Structuring or transferring ownership of insurance to make premiums more tax effective.


To find out how we can help you minimise your tax, call us today on 1300 400 500 or send us an email.

Important Information

AIW Dealer Services is responsible for financial planning advice provided by us as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of our authority under AIW Dealer Services. AIW Dealer Services is not affiliated with nor does it endorse other business activities conducted by us.

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