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Successful investing and tax planning is not solely dependent on how much you earn; it’s more about timing and capitalising on opportunities as and when they arise as well as the processes and structures you have in place to facilitate these opportunities.
We encourage all of our clients to come in and review their affairs prior to each year-end because we know that there is not too much you can achieve once the year has closed off. Sometimes tax saving opportunities are triggered by simple things such as a birthday which may open up additional planning strategies for you.
To ensure you are prepared and armed with the right information and tools you need as June 30 approaches, we can assist in the following ways: