Tax Planning Advice

Tax Planning Advice

We can help you implement tax-effective investments, restructure your mortgage and ensure your wealth can be passed down to future generations with the least amount of taxation imposed.

For so many people, achieving financial freedom and stability feels like an impossibility. But, with the help of Smart Financial, it can be a reality. We can help reduce your taxation bill, as well as your overall financial stress. Whether you’ve just started your first full-time salary job or are looking forward to retirement, we can provide individually tailored financial advice. Our goal is to help you understand your finances, experience financial autonomy and live the future you’ve earned.

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Our Tax Planning Advice

If you’re wanting to decrease the amount of tax you pay and increase your wealth, talking to a tax consultant at Smart Financial and receiving our expert tax planning advice could be the answer. There are a multitude of factors that affect tax planning. This means it is essential to seek professional, expert advice to maximise the effectiveness of your tax plan.

We can help you with:

  • Exploring potential tax-effective investments
  • Structuring your home and investment loans so that they become tax-deductible
  • Making the most of tax effective structures like family and property trusts, and superannuation funds
  • Boosting the tax effectiveness of your investments
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The Value of Tax Planning Advice

Taxes affect everyone and every aspect of your finances – both business and personal. From your income and assets to your superannuation and home loan, taxes can cost you a lot and limit your wealth creation and financial growth. By having a tax plan in place, you can reduce the amount of tax you pay and ultimately increase your cash flow.

Why choose us?

Clarity - Direction for Your Financial Journey

We start by taking the time to understand you and your family—where you are today, your values, and your hopes for retirement. We use this understanding to help you clearly visualise your financial future, and then build you a straightforward, personalised plan to achieve this vision. We are with you every step of the way, helping you navigate change and delivering clarity throughout all stages of your financial journey. You can be confident that you have a sound plan for your family’s future and your retirement.

Partnership - Your Trusted Adviser and Coach

We pride ourselves on being approachable, proactive and delivering open and honest interactions and guidance. We leverage our personal experience and expertise to better understand your needs, and provide you with an alternative perspective. You’re more than just a number to us—we truly want to get to know you and your family so that we can better tailor a solution that suits your specific needs. We work hard to establish a long-term partnership with you—this way, you know that you’re respected, supported and understood.

Expertise - Technical Knowledge for Solid Financial Management

The Smart Financial team possesses in-depth technical expertise and experience to help you set goals, manage your cash flow, secure and grow your wealth, protect your assets, and explore your retirement and aged care options. We consider your current financial position, and your plans, to build a strong platform for your future. Our regular reporting helps you update your financial plans as your life evolves. With Smart Financial, you have the security of knowing your wealth is not only protected, but growing.

Local - An Established Team with a Regional Focus

Smart Financial was established in Shellharbour over 10 years ago and, today, has multiple offices throughout the region. All our advisers are long-term residents, deeply embedded in the local community, and all our clients have direct access to the leaders of the business. Privately owned and not exclusively aligned to any major financial institution, you can rest assured that we are unbiased and act only in your best interest. Wouldn’t you rather partner with someone who shares not only your values, but your local heritage as well?

Let’s talk about the financial plan you deserve

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