Description
What will we do for you?
Analyse your personal and business financial affairs to ensure that they are structured effectively for the short, medium and long term so that you don’t pay more tax than you are legally required to do. This is a critical aspect of retirement planning because too many people irresponsibly and unnecessarily ignore this and lose a large part of their retirement assets and income to tax.
How will we do this?
Our tax accountant and lawyer will analyse your affairs and make recommendations to you on any present or future structuring/restructuring strategies to legally minimise such impost as income tax, capital gains tax, fringe benefits tax, medicare levy surcharge, stamp duty and payroll tax.
What is your investment?
Between $3,500 and $7,700 with $2,310 upfront depending on how much research we have to do, your contribution and the complexity of the task.
- 70% when you give us the green light.
- The balance when the work is completed and delivered.
