Thank you for ordering the Tax Effective Investment Structures Report.
In addition, I shall add your name to the e-newsletter list. Your details are only for interaction with us and are not shared.
Any constructive feedback on the report is gratefully accepted.
To discuss any matter, why not take advantage of my promotional offer of only $585 for the initial consultation – a saving of more than $500.
Some of the queries, our clients like to discuss with us include:
- Review & discuss the current property & tax situation … Maybe the next deal or
- Whether or not to sell a property, which one in the portfolio should be sold
- Asset protection strategy. What is your risk profile? High ..medium ..low
- Structuring the next investment property. In whose name should it be?
- Planning to legally minimise your tax position
- Prepare the next tax return or application to reduce your payg
- And much more …
Call me for an appointment. The experience with clients has been that we spend about 1.5 to 2 hours discussing the following:
- Your personal details/profile – helps us understand you the person
- Identify your risk profile
- Identify your objectives and goals
- Review your property holdings, debt position and net equity
- Review position of other asset classes
- Explain the asset protection and tax planning perspectives
- Respond to your situation and queries with directions
- Broadly answer any question and areas of concern you have
As a bonus, when you come to see me, I shall give my paper titled ‘How to protect your property assets and plan for (minimum) tax’ – which was presented at Kaplan’s Tax Planning Strategies conference for Financial Planners.
I look forward to being of service.