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Investment & Tax Planning

Investment & Tax Planning

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:

Year end tax planning

Profit & Tax Projections and Calculations on various investment options eg. Shares, Residential / Commercial Property etc

Trust Distribution Strategies for Discretionary Trusts

Investment Property ABC’s

Financing, Re-Financing and Review of existing Mortgage Rates via our Mortgage Brokerage Arm – Oak Financial Group

Prepayments Of Expenses & Superannuation

Proactive Tax Minimisation Strategies

Provision for Company Dividends & Franking Account Health Check

Monthly Management Reporting & effective Tax Management

We can also assist with Starting or Buying a Business, Structuring, Restructuring and Asset Protection and if you have the need to Recover and Transform.

Contact us today to arrange an appointment.

Browse more of our services

Starting or Buying a Business

Starting or buying a business is an extremely exciting step but it can also be a tricky and complex process; Oak Business Partners can help.

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Taxation & Compliance

Taxation, compliance and reporting regulations are time consuming, complex and onerous unless you have Oak Business Partners on your team.

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Cloud Accounting & Virtual CFO

With the Oak Business Partners’ Cloud Accounting and Virtual CFO services, we basically become your in-house accountant and a part of your team.

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    ‘’Art was very professional, honest and to the point about our current financial situation. He actioned everything with great efficiency. We would recommend Art for anyone looking for advice, thank you for making the whole process easy.‘’

    - D Smith

    "Oak Business Partners takes the time to understand your wants and needs, we couldn’t be happier with the outcome."

    - M & S O'Connell

    Ready to have the numbers work for you?