Portfolio Structuring & Tax Management

Choosing the right structure

The structure you choose for your investments can have an enormous impact on long-term wealth creation. The right choice can help you maximise after-tax returns, enjoy more options for distributing wealth to your family, and protect your wealth from litigation and business debts. But the wrong choice could see you incur unnecessary costs and leave your family with an unexpected tax liability.

At Stewart Symonds & Partners we specialise in complex advice spanning a variety of structures, including companies, partnerships, self-managed super funds (SMSFs) and family trusts. We can help you select the optimal structure for each element of your portfolio, tailoring your chosen vehicle for your personal circumstances and long-term objectives.

Once your structure is in place, we’ll continue to support you with portfolio administration and advice, taking into account new regulatory developments and emerging opportunities.

Strategic tax management

Australia’s tax laws are both complex and constantly changing. So effective tax planning requires the most up-to-date research and informed advice.

Your Stewart Symonds & Partners adviser is supported by the research capabilities of the Godfrey Pembroke network and the wider MLC group, so they are ideally positioned to help you navigate an increasingly complex regulatory landscape. We also work closely with your other professional advisers, such as your accountant, to help ensure you enjoy the best possible after-tax outcomes.

Here are some of the ways we can help you manage your finances more tax effectively:

  • Salary packaging to help executives and business owners maximise the benefits of salaries, options and other employee benefits.
  • Geared investment strategies including property, shares and capital protected investments.
  • Super and SMSF strategies to take advantage of the inherent tax benefits of super.
  • Wills and estate planning to transfer wealth effectively, without creating an unexpected tax liability for your family.

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