Wealth Management

AP Taxation can help ensure that your personal wealth is managed tax effectively. Whatever stage in life you are, we can assist. We provide a plan and advice relating to:

  • Personal & business tax and strategic planning

  • Optimal measures of extracting profit from your business

  • Remuneration strategies

  • Tax-efficient savings and investments

  • Planning for a comfortable retirement

  • Sale of business exit strategies

  • Estate tax planning

  • Financial separation and settlement services

We also have an affiliation with reputable independent financial advisors whose services include:

  • Self-managed super fund (Specialist advice)

  • Estate and retirement planning

  • Transition to retirement advice

  • Investment strategies and advice

  • Direct share investments and managed fund investments

  • Risk management including personal and business insurances

  • Aged Care, Aged Pension and Social Security advice

   

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