Taxation Planning

When it comes to planning your finances there are various taxation considerations that must be taken into account in order to ensure your affairs are structured tax-effectively.

Through tax planning, all elements of the financial plan work together in the most tax efficient manner possible, in a way that minimises your taxation obligation.

As your professional financial adviser, we will help you to structure your financial plan ensuring the most tax effective strategies are considered for your Investments, Retirement plan, Superannuation, Personal Insurance, and Estate plan.

Director and Certified Financial Planner Rohan Benstead is a Registered Tax (financial) Adviser with the Tax Practitioners Board.

To learn more about the taxation advantages of salary sacrificing, please read our Salary Sacrifice guide.

Kalpa Wealth Management