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Objective: Tax effective structuring for high income earner, as well as investing surplus cash and ensuring the family is protected should anything happen
When a Young Person opens a business that grows quicker than expected, they can easily get caught up in their successes, instead of making smart financial decisions.
This particular client ran an extremely successful recruitment company. We saw the highest marginal tax rate being applied to a substantial salary and dividends.
Our client needed assistance with the most effective solution for the surplus cash as well as personal risk insurances to give them peace of mind of earning potential, should they not be able to work.
We came in and established an investment portfolio that utilized the most tax effective entity to ensure cash was working hard for the family. This meant establishing an appropriate structure and estate planning instruments to help minimise tax, including family trust and companies. We also introduced a self-managed super fund (SMSF), to give the client ultimate flexibility and control with respect to their investment choices. The insurance set up also gave them peace of mind as well as being paid for through the most tax effective outlet.
Financial planning – investment and insurance planning
Structuring advice including SMSF
Please provide dot points
If you’re a Young Professional seeking financial security, speak to our team about how we can assist you on 1300 360 186.
This case study is not intended to imply advice to your own situation. Please speak to us to understand your financial needs, objectives and circumstances.
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*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
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