Tax Planning Strategies & Debt Management Solutions

Just as important as choosing the right investment, is getting expert financial advice on the appropriate tax planning strategies & debt management solutions to ensure that you are not paying more tax that you should and your debt is working for you, rather than against you.

At HFS, we have spent thousands of hours developing tax planning strategies & debt management solutions for many of our high income individuals and business owners, in conjunction with their accountants, to help them maximise their tax efficiency and manage their debt.

The core tax planning strategies & debt management solutions that we offer, in conjunction with clients’ accountants, include;

• Reducing Non-Deductible Debt
• Managing Capital Gains Tax
• Releasing Company Profits
• Maximising Super Contributions using Deductible Debt
• Reducing Effective Tax Rates

The strategy outcomes that we deliver for many of our clients, in conjunction with their accountants, include;

• Rapid reduction and elimination of non-deductible debt
• Providing funding for lifestyle expenses
• Facilitating additional personal income from
  • Trust distributions (profit & capital gains)
  • Company profits & retained earnings (receiving cash dividend & franking credits as a refund)
    …without paying additional personal income tax
• Achieving sub 15% effective tax rates

Important Note:
Whilst we are familiar with tax legislation, we are not accountants and do not provide tax agent services. We work closely with our clients’ accountants who are responsible for the tax advice relating to tax planning strategies.

If you would like to find out how these strategies can be applied to your specific situation – Contact Us.