Share Traders and Investors
Here at More Than Numbers our focus is to help you build your businesses and grow your wealth.
As such, we service business owners and individuals who predominantly invest in shares, managed funds, commercial property and residential
property. It's also no surprise to find a large number of our clients own an investment property or have their own self managed superannuation fund.
Minimise Your Tax Obligations & Maximising Your Wealth
One of our major points of difference compared to traditional accounting firms is that we view the tax return as the start of the client
process, not the end of the process. While we recognise the importance of tax returns and compliance, however, investors ultimately want to
grow their personal wealth. We draw on tax effective strategies to minimise your exposure to income tax and maximise family wealth.
Being a process it is ongoing and under constant review but the most common vehicles we use are negative gearing of both property and shares plus the establishment and maintenance of self managed superannuation funds. You'll find both these areas have become niche services within our accounting firm.
Tax Planning and Structures for Central Coast Investors
In basic terms, tax planning is the process of legally arranging your financial affairs to minimise your exposure to both income tax and
capital gains tax on sale of an asset. Building wealth starts with planning and putting the right ownership and tax structures in place for
your investments. The correct tax structure can reduce your tax liability and also potentially help split the income with your family
members. Legally reducing the amount of tax you pay is a key part of the wealth creation plan.
While structures such as trusts can be used to distribute income to family members and provide asset protection, it is a complex area and we need to review your circumstances and objectives before we make a recommendation. This review usually takes into account issues like the types of assets you are purchasing, income splitting opportunities, asset protection, admission of new beneficiaries and discount capital gains tax concessions.
The types of investments now available to investors are very broad and our goal is to help you make an informed buying decision. You can read more about our negative gearing expertise on this site together with our self managed superannuation fund services.
In summary, we offer our investor clients a range of tailored tax, accounting and financial planning solutions including:
Contact us today to discuss how we can help you with your wealth creation and investment strategies. We invite you to book a FREE, no obligation, one hour introductory consultation to discuss your financial planning needs. To book a time, call us today on (02) 4389 7500 or complete your details in the box at the top of this page.