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Navigating the Australian real estate market in 2024 is challenging with rising inflation and high interest rates. Our latest tax planning guide for property investors at Investax Group offers crucial insights to optimize your financial health. Learn about effective tax strategies, from leveraging depreciation schedules to maximizing interest deductions. Ready to enhance your investment strategy? Explore our comprehensive guide today! #RealEstate #PropertyInvestment #TaxPlanning #InvestaxGroup #Australia

Maximize Tax Savings and Returns: Explore 5 High-Yield Investment Schemes https://lnkd.in/gAYvYAvK For More Information Call Us At +91 831 748 8035 Mail At: info@certicom.in Visit Us: https://certicom.in #oldtaxregime #taxregime #taxslabs #itr #itrfiling #taxreturn #taxreturns #incometax #taxsavings #taxsaving #salaried #taxplanning #taxplanningstrategies

When we asked advisers, 54% said they were considering alternative tax wrappers to the General Investment Account in light of the new capital gains and dividend tax environment. A further 69% confirmed they were adjusting their advice to maximise tax efficiency - a trend that may rise. To help advisers with their planning, we have developed a new tax calculator, launching later this month. Our Head of Technical Sales, Roddy Munro: "The tax environment is causing advisers to look at other options for their clients such as investment bonds. "This calculator will prove to be an increasingly important tool for advisers in assessing whether to retain a clients GIA, or move to an onshore investment bond, subject to their other financial planning goals." Read the full article 👇

Tax structuring is a strategic tool for long-term wealth creation and protection. With strategic structuring, it’s possible to optimise after-tax returns and safeguard assets. 1️⃣Maximise wealth with strategic tax structuring Tax structuring enhances the ability to grow wealth while minimising risk. The right structures — like discretionary trusts, family trusts, or bucket companies — may ensure tax efficiency and asset protection. This is especially valuable for business owners and high-income professionals who seek to shield their wealth from risks. 2️⃣Optimising capital gains tax (CGT) Managing capital gains is critical for optimising investment returns. With the right timing, and structuring, such as holding assets for over 12 months to access CGT discounts for eligible entities, you may significantly reduce tax liabilities and retain more profit for reinvestment or retirement. 3️⃣Superannuation Superannuation offers one of the most favourable tax structures in Australia. Strategic contributions to super can help reduce current income tax liabilities while building yourl nest egg in a tax-efficient environment for the future. 4️⃣The role of professional guidance Navigating Australia’s complex tax system requires expert planning. Engaging with professionals ensures that your tax structuring strategies comply with laws and integrate seamlessly into your overall financial plan. This proactive approach can identify new tax-saving opportunities and adapt to changes in legislation. To learn more about tax and legal structures, please feel free to get in touch. #TaxEfficiency #WealthCreation #AssetProtection #FinancialPlanning #RetirementPlanning

Some really insightful research here into increasing focus on tax wrapper allocation. With the reduction in allowances to CGT and dividend allowances, are bonds experiencing a bit of a renaissance…

𝗠𝗮𝘅𝗶𝗺𝗶𝘀𝗲 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅 𝗗𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻𝘀 𝘄𝗶𝘁𝗵 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮𝗻 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 Are you an Australian property investor looking to optimise your tax returns this financial year? Our latest blog post dives deep into effective strategies for maximising your tax deductions, from understanding depreciation to leveraging negative gearing. Don't miss out on these insights! https://lnkd.in/gEtdzcYM #TaxDeductions #PropertyInvestment #RealEstate #TaxStrategy #FinancialPlanning #AustralianProperty #LinkedInLearning #Ally #AllyGroup

Make sure your savings and investments are as tax efficient as possible by using every available allowance and exemption. Chapel Wealth Management

The Australian Government's proposed $3 million super cap is said to impact only 1% SMSF members, yet it’s effects may be seen beyond this by the everyday Australian. In our latest article, our Wealth Management Partner, Kylie Wright, debunks the myths of this proposed tax legislation to help equip you with the clarity you need to plan ahead. Read more: https://hubs.ly/Q02Q3_GC0 #Superannuation #WealthManagement #FinancialLegislation

This is how we engage in tax-aware strategies to help our clients and their tax professionals.

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills? Click here to learn more. https://lnkd.in/g8TkA9zu