Complimentary Guide

Top Tax Saving Tips for Business Owners (and Investors)

This e-book will cover the different types of taxes that business owners and investors may be liable to pay and provide strategies to minimise these obligations. You will also receive tips on avoiding tax time stress and essential tax considerations for investors.

Download your copy of the Top Tax Saving Tips for Business Owners (and Investors) today!

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Understanding your tax obligations.

As a business owner or investor, understanding your tax obligations and how to minimise them is essential to ensuring longevity for your finances.

There are various tax-saving strategies that you can employ to minimise your tax liability. From choosing the right business structure to prepaying expenses, utilising unused concessional caps, maximising superannuation contribution caps, and taking advantage of temporary full expensing of assets, you can legally reduce your tax bill.

It’s important to note that these tax-efficient strategies may not be suitable for all investors and require careful consideration and professional advice before implementation.

For example, tax-efficient funds may have different investment objectives and risk profiles than other funds, which may not be suitable for all investors.

Similarly, dividing assets among different accounts may require careful management and compliance with tax laws to ensure it’s done correctly. Utilising franking credits may also require careful consideration of the tax implications and individual circumstances.

Investors in Australia can potentially make their investments more tax-efficient by selecting tax-efficient funds, dividing assets among accounts, or utilising franking credits. These strategies can help investors reduce their tax liabilities and increase their after-tax returns.

However, it’s important to carefully consider individual circumstances and seek professional advice before implementing these strategies to ensure they’re appropriate and compliant with the tax laws relevant to your circumstances.

Top Tax Saving Tips for Owners and Investors

The AFP Tax Experts

Alex Flyak

Managing Partner

Carly Martin

Bookkeeping & Business Administration Manager

Blake Sard

Senior Accountant

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Information that is provided on this website is general in nature and does not constitute financial advice. Every effort has been made to ensure that the information is accurate, but information may become outdated as legislation and new government announcements are made. Individuals should not rely on this information to make a financial investment decision as it does not take into account their personal circumstance. Before making any decisions, we recommend you consult a licensed advisor to take into account your particular financial situations and needs.

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