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Holistic, tax-effective advice

Wealth management is more than just the arrangement of investments. At Etlanda, we take the time to get to know you, your family and your business to gain a deep understanding of your needs and objectives.

Once we know who you are and where you are heading, we can create a financial roadmap so you reach your destination – in a tax effective way.

How?

When it comes to taxation advice for wealth management, there are a number of strategies we can employ, depending on your personal circumstances. Examples of strategic tax advice include:

Gearing strategies (borrowing to invest)
Some of the options you might be suited for include Margin Loans, Home Equity and using structured products such as instalment warrants. Read more

Capital Gains Tax reconstruction
If you don’t have access to accurate and up-to-date records, we can reconstruct these to help you better determine how selling particular assets e.g. your investment property will affect your future tax position. Read more

Self-Managed Superannuation Funds
A SMSF can play an important role within a business structure to provide asset protection, tax planning and retirement income. We can also help you to borrow money for investment purposes, known as Limited Recourse Borrowing. Read more

Personal and business insurance
Depending on your circumstances, it might make good financial sense to hold your insurance policies within your superannuation fund. Insurance is an important part of estate planning and it’s important to make sure you pass on your personal and business assets tax effectively. Otherwise your loved ones might end up with a huge tax bill. Read more

Philanthropy
Broadly speaking, once you have passed away, your estate can’t get a deduction for any gifts you make – so why wait? If you want to leave your money to a charity there are tax-effective ways you can do this now.

Want to know more?

Once we know where you are heading we can create a financial roadmap so you can reach your destination, in a tax effective way. Call us today on 02 9533 7599