Taxation Strategies

Thomson Wealth clients are often high-income earners and successful business owners who are keen to build wealth whilst legally minimizing the tax they pay on their income, business, and investments.

Tax effective wealth strategies

Tax strategies that Thomson Wealth may consider are: 

  • Superannuation contributions; 

  • Borrowing tax deductible debt to invest in shares and property; 

  • Negatively geared property; 

  • Invest within superannuation;  

  • Tax planning for employee share schemes; 

  • Invest in entities such as a family trust or a company; 

  • Investment bonds; 

  • Income protection; 

  • Debt recycling; 

  • Education bonds for children; 

  • Transition to retirement strategies; and 

  • Capital gains tax planning. 

The Family Chief Financial Officer Service includes collaborating with an accountant to ensure our recommended strategies align with your accountant’s tax advice and to assist with your annual tax return.   

  • Gianna has a wealth of knowledge and able to answer any of our concerns with confidence.

    Dale, Fyshwick, ACT

  • Gianna has been great as our financial planner because she puts our interests first.

    Nikki, Belconnen, ACT

  • Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.

    Gisela, Kambah, ACT

Investing in entities such as a family trust & investment Bonds can provide tax planning and asset protection benefits.

Charitable Trust & Philanthropic Giving via a Private Ancillary Fund are also tax-effective structured ways to distribute wealth in line with your legacy.

How you’ll feel

Confident and financially organised with peace of mind about your financial future, even if life throws you a curveball.

Schedule a 15 minute complimentary call today