TOPS Financial Planning Solutions

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Portfolio structuring and tax management

The impact on your long-term wealth can be dramatically affected by the structure you choose for any investments that you have. If you make the right choice you will reap the benefit of after-tax returns, take advantage of your increased wealth and offer a more secure future for your family. The wrong choice will have the opposite effect putting your family at risk of unexpected tax liability.

TOPS advisors offer a tailor-made service offering technical financial advice covering a myriad of structures that include SMSFs, companies, family trusts and partnerships.

Our support doesn’t end there and once your chosen structure has been implemented we’ll provide administration support where required.

Your TOPS advisers are supported by the research capabilities of the Godfrey Pembroke network and the wider MLC group, which means they are in a perfect position to help you find your way around the complex regulations of tax management.

We also work closely with various professional advisers, for example your accountant, to help ensure you can take advantage of the best available after-tax outcomes.

Here are just a few of the techniques we implement to assist you with managing your money more tax effectively:

  • Salary packaging to help executives and business owners maximise the benefits of salaries, options and other employee benefits.
  • Geared investment strategies including property, shares and capital protected investments.
  • Super and SMSF strategies to take advantage of the inherent tax benefits of super.
  • Wills and estate planning to transfer wealth effectively, without creating an unexpected tax liability for your family.
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Get in touch

P: (07) 3871 1671
F: (07) 3367 0749
E: Click to email
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Our locations

Suite 4, Level 1
165 Moggill Road
Taringa QLD 4068

Suite 5C,
138 Margaret Street
Toowoomba QLD 4350

News

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TOPS Financial Planning Solutions ABN 63 124 422 064.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.