Tax Planning

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Every financial planner will tell you they are tax experts, however, when we say it we really mean it. Paul has completed his Masters in Tax, whilst Cameron is a registered tax agent with the Tax Practitioners Board of Australia. 

Considering the tax implication of all advice provided is an imperative part of financial planning and your tax situation plays a major part in overall strategic advice as well as investment structures.

The information on this website is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if the strategies and products are right for you.