minimise the death tax

Millions of Australians have an account-based pension. Every pension has a taxable component. Tax is likely to apply to that taxable component on the death of the second member of a couple when the money is paid to adult children.

We find many people are unaware of the magnitude of this tax. Often it amounts to hundreds of thousands of dollars. But you don't have to pay it if you withdraw the money while you are still alive. The question then arises “How do I invest that money?” A Certified Financial Planner can help.

our process

Our financial planning process involves a series of meetings. Our process is designed to help you make informed and carefully considered financial decisions.