Acquired Financial Planning


Tax Minimisation Strategies

Paying tax is inevitable, but the big question is – are you paying too much tax? There are numerous strategies to reduce the amount of tax we pay throughout our lifetime. That’s where Acquired Wealth steps in. We can provide expert tax minimisation solutions for you including:

  • Transition to retirement strategies
  • Salary packaging and/or salary sacrifice
  • Borrowing to invest
  • Managing super contributions
  • Structuring the ownership of your assets tax effectively
  • Tax deductible contributions to superannuation
  • Super contribution splitting strategies
  • Capital Gains Tax (CGT) planning
  • Maximising the CGT small business concessions
  • Maximising your estate by reducing tax paid by beneficiaries
  • Structuring or transferring ownership of insurance to make premiums more tax effective.

To find out how we can help you minimise your tax, call us today on 1300 400 500 or send us an email.

Important Information

AIW Dealer Services is responsible for financial planning advice provided by us as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of our authority under AIW Dealer Services. AIW Dealer Services is not affiliated with nor does it endorse other business activities conducted by us.

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Justin Furno
"Initially I was unsure of how to build a property investment portfolio, however Acquired Properties were helpful, approachable and listened to my concerns; explaining everything in simple terms. I knew I couldn’t do it by myself so I’m thankful that I chose Acquired Properties to help me through the process."

Evon Kong
“Acquired Properties made a great impression with their expertise and knowledge of property investment. Their industry knowledge and professionalism are just some of the reasons why I chose them to help expand, and look after my property portfolio. I can now look forward to the future knowing that Acquired are with me every step of the way.”

Paola Astudillo
"I highly recommend Acquired Properties for all your investment needs. They are true professionals with outstanding business acumen and integrity.”

Richard Narria

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