• FINANCIAL ADVISORY AND PLANNING
  • ABOUT OUR FINANCIAL ADVISERS
  • A DISCIPLINED APPROACH
  • ADVISORY AND PLANNING SERVICES
    • INVESTMENT STRUCTURING AND TAX PLANNING
    • WEALTH CREATION STRATEGIES
    • SUPERANNUATION
    • RETIREMENT PLANNING
    • ESTATE PLANNING
    • INSURANCE SERVICES
    • ASSET ALLOCATION
• INVESTMENT ADVISORY
• INVESTMENT MANAGEMENT
• INVESTMENT MANAGEMENT SERVICES
• KNOWLEDGE BANK

Investment Structuring

Wilson HTM Investment Group advisers can review your financial situation and to identify opportunities where it may be beneficial to restructure your assets so that you can:

• Protect your assets;
• Produce the best estate planning outcomes;
• Reduce the incidence of tax you pay.

Our advisers can work closely with your accountant and solicitor to provide the most effective and workable outcome determining the most appropriate company, trust, partnership or superannuation structure.

Tax Planning

Wilson HTM advisers draw on technical and industry expertise to continually update their skills and knowledge in order to provide the most timely and effective tax planning advice for their clients. Active planning over the course of the financial year can deliver a better result come tax time. Your Wilson HTM adviser can provide advice on:

• The tax implications of selling or transferring assets;
• Tax relief that may be available to small business owners;
• Maximising available deductions;
• Superannuation as a tool for tax minimisation.