Services Offered – Tax Planning
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Services Offered – Tax Planning

Tax Planning

For the majority of clients, properly structured, tax-effective investment strategies will make a significant difference to your future net wealth position. Our significant experience in advising the clients allows us to develop tailored investment strategies incorporating both financial strategy (and structure) and investment strategy (asset allocation).

Working in conjunction with your Accountant, your adviser will ensure your financial strategy is consistent with your objectives and takes full advantage of tax effective structuring of your affairs. Components of such strategies may include:

  • Superannuation contribution and pension strategies
  • Geared or leveraged investments
  • Family Trust structures
  • Self-managed superannuation strategies
  • Tax effective estate plans and intergenerational wealth transfer
  • Philanthropy

An appropriate investment strategy can then be developed to help improve your net investment returns. For example, this may be achieved by taking full advantage of:

  • Prevailing tax legislation, concessions or incentives
  • Structuring of assets and income
  • Deferral of capital gains
  • Dividend imputation
  • Depreciation allowances and other deductions
  • Tax-deferred or tax-free income

As with all areas of our advisory services, we remain committed to providing you with a premium level of service and advice to ensure at all times your portfolio remains appropriate to the needs of you and your family.