Tax Effective Strategies

Our philosophy is to grow your wealth over a desired investment time frame - abandoning short-term tactics for long-term investment; securing enhanced Tax savings for our clients year-on-year.

There are many strategies to consider to help reduce your tax liability, and it is important to understand Australian legislative requirements before pursuing a particular strategy.

Key considerations in effectively managing tax liability include:

- Pre-tax (concessional) and other associated contributions to superannuation;

- Gearing or leveraging into growth assets, where appropriate;

- Salary packaging of cars or other employment benefits;

- Personal risk insurance impacts – ensuring you have the right ownership structure;

- Transition to retirement – reducing tax while continuing to work and building up superannuation benefits without changing your lifestyle;

- Small business ownership – ensuring that your business structure is the right one for now and into the future;

We know that the circumstances and objectives of each client differs. That’s why we use powerful financial models to determine the maximum after-tax outcome for your unique situation. Our experienced taxation specialists will tailor your wealth creation strategy to guarantee the perfect fit.

Find out more about how we can help reduce your tax obligations, please contact us or call our Client Services team on 1300 CYGNET

Financial Advice:

Disclosure : While every care has been taken in the preparation of this information, Cygnet Financial Pty Limited (ABN 38 631 180 222) (AFSL 514528) and Cygnet Advisory Pty Limited (ABN 87 147 936 196) and Cygnet Accounting Pty Limited (ABN 33 605 660 857) makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This site contains general information and does not take into account your objectives, financial situation or needs. Before making any financial investment decision, a person should seek professional advice.  The information provided is correct at the time of its creation and may not be up to date; please contact Cygnet Financial Pty Limited for the most up to date information.