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TAX PLANNING

Understand the rules so you can save

MINIMISATION THROUGH OPTIMISATION

Prudent financial plans should always consider tax

We work with specialists and accountants to ensure your tax strategy compliments your underlying wealth management plan.

Tax planning can include, but is not limited to;

Gearing/Borrowing to invest

Restructuring your finances to redistribute wealth and tax liabilities

Investment strategies that offer fully franked dividends

Capital Gains Tax Management

Salary Packaging

LET'S TALK TAX
© Copyright 2023 Blue Ocean Wealth Management.

Blue Ocean Wealth Management Pty Ltd (ABN 78 623 791 220) is a Corporate Authorised Representative (No.12630318) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638)

We acknowledge the Traditional Owners of the land where we work and live, and pay our respects to the Wurundjeri Woi-Wurrung people, and their Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
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