Tax Planning

Tax planning means managing your financial affairs such that the amount of tax you pay is minimised as much as legally possible. The idea is that you pay all the tax you have to – but no more.

Optimising your tax planning unlocks enormous potential for your financial plan. In fact, getting the tax planning right is typically more important to your financial performance than just about any other aspect – including things like choosing the right investment. A good investment can become a bad one if you find yourself with a bigger tax bill than you needed.

Australia’s taxation system is deliberately designed to encourage people to do some things and not do others. This means that when we take advantage of quality  tax planning we are actually doing exactly what the community wants us to do.

That said, it can be difficult to know exactly what the community wants you to do! Australia’s taxation rules are complex – in fact, according to the government itself, each Australian faces a potential 125 taxes that they are liable to pay.

This makes it imperative that you seek qualified, quality tax advice provided by someone who is legally allowed to provide it.

Mari Nguyen

Principal Financial Adviser

Mari has over 15 years experience in the Financial Services Industry. She has completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Her passion for providing client focused advice allows her to structure tailored made financial plans for individuals, businesses and the self-employed. Her reward is seeing her clients realise their financial and lifestyle goals.

Mari Nguyen is an authorised representative (317240) of Australian Investment & Insurance Group Pty Ltd (AFSL 226405).

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