Why do I need to consider tax planning?

Taxation Planning is a very important part of the Financial Planning process as income tax relates to basically anything involving money. No one can afford to overlook the impact of tax because it is directly related to the type, combination and ownership of investments that may best serve a particular purpose.

Do I need to pay tax on the money I earn from my investments?

The simple answer is yes. Consistent and successful wealth creation decisions are the end result of careful planning. DP Wealth Advisory work collaboratively with your Accountant/Tax Advisor to deliver the best taxation outcomes as part of our holistic planning process for clients.

How can I minimise the amount
of tax I need to pay?

Managing an investment portfolio in accordance with the tax implications of various holding structures and investment types can be an effective strategy to minimise tax and enhance real returns.

Your Advisor at DP Wealth can discuss various tax planning strategies such as:

❯ Superannuation,

❯ Investment lending,

❯ Franked/tax deferred income and

❯ Capital gain/loss management.