Join Master Your Money | Online Wealth Coach
Join Master Your Money | Online Wealth Coach
Effective tax planning requires technical resources and in-depth knowledge of your unique financial situation. Tax planning is not just a once-a-year activity when you lodge your individual income tax return. Strategies must be maintained, reassessed and constantly monitored for changing circumstances, evolving tax legislation and compliance responsibilities.
Due to the complexity of implementing and reviewing many tax facets, both your Financial Adviser and Accountant will need to collaborate, ensuring a streamlined result for your overall finances and goals. The below showcases which professional can assist and when:
Tax planning advice helps to showcase the strategic ways you can wisely reduce your tax for the next financial year, covering the available strategies to help protect your assets, maintain a healthy cash flow and take advantage of any available concessions.
Specialising with high-networth individuals, our hyper-individualised tax strategies factor in all sources of income, your short and long-term goals, and your personal and business objectives. This helps us approach all advice with an awareness of your total tax and financial position; and use technology to give you more streamlined and efficient service.
Effective tax planning can help you:
This Tax for Financial Advice, flows into all of our Wealth Advice strategies.
An SMSF is a trust run for the sole purpose of providing retirement benefits to its members.
The process for reviewing an SMSF is comprehensive, it includes:
If you generate income in Australia, you need to lodge an income tax return. The amount of money you need to pay in taxes for a specific year is calculated through your annual tax return. At the end of each financial year, you need to lodge a tax return.
Your tax return will calculate the exact amount of tax you should have paid for that year (taking into account various deductions, offsets and rebates). If the amount already paid is incorrect, you will be issued with either a bill for the additional tax that needs to be paid or a tax refund.
Tax return services cover:
An SMSF is a trust run for the sole purpose of providing retirement benefits to its members.
The process for reviewing an SMSF is comprehensive, it includes:
A trust is an arrangement where a person or company (the trustee) holds assets for the benefit of others (the beneficiaries). A trust must have a trustee, a trust deed, assets and beneficiaries.
Some of the reasons why people may create a trust fund include:
The process for setting up a trust is comprehensive, it includes:
An SMSF is a trust run for the sole purpose of providing retirement benefits to its members.
The process for setting up an SMSF is comprehensive, it includes:
Our preferred collection of trusted Accountants use their wealth of experience, and in-depth knowledge across a wide range of sectors to work with you to determine the best path forward for you individually and/or business.
Accounting Services:
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IMPORTANT INFORMATION
DavidGordonLong Pty Ltd, [ACN 619 960 584], trading as Hello Wealth, is a Corporate Authorised Representative N: 1261139 of GPS Wealth Ltd ABN 17 005 482 726 AFSL 254 544.
Financial Adviser and Director, Noni Crawford is an Authorised Representative N. 340187 of Hello Wealth.
General Advice Warning
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.
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These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Hello Wealth in any way. Note: Hello Wealth does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
Our Client Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Level 15, 115 Pitt Street, Sydney
Telephone: +61 2 8074 8599
E-mail: info@eastonwealth.com.au
Website: https://gpswealth.com.au/
Master Your Money | Online Wealth Coach is your step-by-step guide to insider financial planning secrets in a 12-module online format, covering every money-topic for all financial circumstances.
Provided in an easy to digest and hands-on format, the platform was built with you in mind so that you feel empowered to reach your financial goals, at your own pace in the comfort of your home!
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