The Australian tax system is enormously complex, creating both legitimate tax minimisation opportunities and pitfalls for the unwary. We can help you optimise your investments and your finances to take advantage of the opportunities while avoiding the risks.
At Delta Financial, we specialise in supporting clients with successful careers in leading companies, together with successful small business and professional practice owners. So we understand the complex tax issues that higher income earners face.
We will help you identify the most tax effective strategies and structures for your situation, minimising your tax burden and helping you build wealth faster.
Given the accelerating pace of legislative change, effective tax planning demands the most up-to-date resources and informed advice. Your adviser is backed by a panel of selected specialists in areas including shares, property, insurance and estate planning, so they are ideally equipped to provide holistic guidance covering your broad tax situation. We also work closely with your other professional advisers, particularly your accountant, to help ensure you enjoy the best possible after-tax outcomes.
At the same time, we believe it’s essential to maintain your focus on creating wealth over your desired investment time frame, rather than allowing tax minimisation to overshadow other priorities.