Tax Planning

Strategic tax planning for smarter financial decisions

Tailored strategies to minimise tax and maximise your wealth.

Tax planning isn’t just about minimising what you owe, it’s about structuring your finances strategically to support your long-term goals. As independent advisers, we focus on tailored solutions like salary packaging, super contributions, and tax-deductible debt management to optimise your position without bias.

Whether you’re preparing for an upcoming tax bill, assessing capital gains tax on an asset sale, or exploring tax-efficient ways to fund major purchases, we provide the clarity and confidence you need to make smart, informed decisions.

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HOW IT WORKS

Our Simple, Proven Process to Financial Success

From discovery to action, we guide you through every step, ensuring your financial goals are within reach.

“So glad we've been referred to Kearsten. Financial planning was one of those things that's always confused us and we put off doing to our own detriment. Kearsten is such a pleasure to work with, she really takes the time and puts in the effort to understand our needs and values, to tailor the best plan for us and explains everything we need to know in a clear and concise manner. Highly recommend!”

Lorraine D

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Frequently Asked Questions

We explore strategies like salary packaging, super contributions, and tax-deductible debt to legally reduce your tax liabilities and optimise your financial position.
We assess your income and expenses to determine if salary packaging is a suitable strategy, including options like FBT-exempt electric vehicles.
Yes, concessional contributions to super can reduce your taxable income while growing your retirement savings. We help determine the best approach for your situation helping you understand the rules and limitations of this strategy.
We guide you through the benefits of salary packaging FBT-exempt electric vehicles, helping you understand how this can reduce costs and optimise your tax position.
We analyse your financial situation and provide detailed estimates for taxes arising from decisions like selling assets, ensuring you’re prepared for the financial impact.

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