Tax planning is an important part of financial success

Tax management is a vital part of financial planning, as it allows you to preserve more of your hard earned wealth. At Quinn Financial Planning, our advisors are also trained accountants, so we can deliver both tax and financial advice. We make sure that your tax and investment strategies work together to legally minimise your tax while continually growing your wealth.

Superannuation

Superannuation provides the opportunity to save for retirement more efficiently by taking advantage of tax concessions. Whether you have an established Self-Managed Super Fund, or are looking for the best superannuation option, we can help you make the most tax effective decision.

Investment strategy

As professional chartered accountants, we have the expertise to make sure your investments are structured in the most tax effective way. We will build a tailored investment portfolio for you that will help you take advantage of tax concessions while minimising and advantageously timing liabilities such as capital gains tax.

Business owners

The way you structure your business and self-remuneration will have a considerable influence on how much tax you will pay, as well as your level of personal exposure to debts and business liabilities. We can help you structure both your business and personal finances to legally minimise tax while continuing to grow your personal wealth.

Estate planning

When your estate is passed on, your wealth may be taxed in a number of different ways, including capital gains tax and tax on income your loved ones will generate from their inheritance. We can help you develop an effective estate plan to minimise tax, and ensure your loved ones keep more of their inheritance.

A complete financial strategy

From remuneration, to capital gains and negative gearing, there are countless factors that can contribute to the amount of tax you pay. For this reason, it’s important to obtain comprehensive advice.

Tax management should not be considered in isolation, but rather as part of a complete financial strategy designed to achieve your goals and objectives. As our advisers are qualified and experienced at both financial planning and accounting, we make sure your tax planning and financial planning work together to achieve the best results.

Our expertise extends across:
  • income tax planning
  • remuneration packaging
  • salary sacrifice and superannuation tax concessions
  • capital gains tax
  • negative gearing
  • and much more

By offering both financial planning and taxation advice, our clients benefit from consistent, expert and accurate advice, saving valuable time and money.

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222