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Tax Planning

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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:
    • Superannuation
    • Insurance Bonds
    • Company or
    • Family Trust

Contact us to discuss further or arrange a meeting.

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