Tax effectiveness is crucial to maximising the creation and preservation of wealth.
R&R Wealth Solutions are not tax agents but combining the knowledge of your personal circumstances with your goals can strategise to help minimise tax and address questions such as:
- Which assets should be held in whose name or which entities name to help with tax?
- Can you replace non-deductible debt with deductible debt?
- When is the best time to sell your investment assets?
- How can you reduce the impact of capital gains tax?
- Should you be using tax-effective structures such as:
- Insurance Bonds
- Company or
- Family Trust
Contact us to discuss further or arrange a meeting.