Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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About this listen
Aden sits down with Kathryn Creasey, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits.
Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.
Download your FREE tax planning whitepaper.
- 1:26–5:04 - What tax planning means and why it matters
- 5:04–11:00 – Superannuation strategies and contribution tips
- 11:00–15:33 – Structuring investment assets
- 15:33–21:17 – How family trusts and bucket companies work
- 21:17–26:50 – Key trigger points for tax planning
- 26:50–34:09 – Why business owners need to plan proactively
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.