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Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Tax Effective Strategies

Strategies to Minimise Your Tax and Maximise Your Wealth

No one likes paying tax but it is part of our working life. There are a number of tax-minimising strategies that are completely legal and commonly used, and if you know to put these into place they could save you thousands that you might have otherwise overpaid. Enlightened Financial Solutions can tailor strategies that will reduce your tax burden and help you keep more of your money to grow your wealth. We can provide advice on discretionary family trusts, superannuation contributions, investments and negative gearing, estate planning and businesses. Whether you’re looking to minimise your tax leading into retirement, or for ways to reduce your tax during your wealth-building stage of life, we’re here to assist.

Tax Effective Strategies for Superannuation Funds

One of the most beneficial areas to minimise your tax is in superannuation. Taking action and being informed now could save you substantially when it comes to retirement. There are a number of strategies that could help you to save over the short and long term, including salary sacrifice, government co-contributions and self-employed super contributions. We can help to minimise your tax and maximise your income as you transition into retirement. Tax effective strategies could also help you save substantially if you are drawing a pension from your superannuation. The way you structure your estate planning can have a significant impact on how much tax will need to be paid on your assets. The financial specialists at EFS can help to identify which tax efficient arrangements you may be eligible for and help you to put these strategies into place.

Gain Tailored Strategies To Help You Save

You’ve worked hard for your assets – so why would you pay any more tax than you have to? By putting effective strategies into place you can minimise your tax expense and have more money to invest or save for the future, and to pass onto future generations. Put your plan into place now and enjoy peace of mind. Contact the team at Enlightened Financial Solutions now to book your complimentary appointment, and start identifying areas in which you could be saving.

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...