Tax Planning Advisors
Work with tax planning specialists who can help you legally minimize tax, structure your affairs efficiently, and ensure compliance while maximizing your wealth.
Showing 6 tax planning advisors
Sarah Chen
CFP, AFPWith over 15 years of experience in retirement planning, I help Australians create personalized strategies to achieve their retirement dreams. Specializing in SMSF administration and transition to retirement.
James Wilson
CFPI'm passionate about helping pre-retirees and retirees maximize their retirement income. I take a holistic approach that considers Centrelink benefits, tax efficiency, and lifestyle goals.
Michelle Patel
AFP, SSASpecialist in self-managed super funds and retirement income strategies. I help clients take control of their super and build the retirement they deserve.
David Thompson
CFP, CPACombining financial planning expertise with accounting knowledge to deliver comprehensive retirement strategies. Focus on tax-effective income structures.
Lisa Nguyen
CFPHelping Australians prepare for retirement with personalized advice on super contributions, investment selection, and ensuring adequate insurance coverage.
Robert Mitchell
AFPCentrelink and Age Pension specialist. I help retirees navigate the complex rules to maximize their entitlements while maintaining their lifestyle.
Frequently Asked Questions
What's the difference between tax avoidance and tax evasion?
Tax avoidance is legally minimizing tax through legitimate strategies. Tax evasion is illegal. Our advisors only recommend compliant strategies.
When should I set up a trust?
Trusts can offer asset protection and tax benefits, but involve costs and complexity. They're typically considered when building significant wealth or a business.
Can a financial advisor help with my tax return?
Financial advisors provide tax planning strategies but typically don't lodge tax returns. They often work alongside your accountant for optimal outcomes.
Ready to find your tax planning advisor?
Tell us about your goals and we'll match you with advisors who specialize in exactly what you need.
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