Taxation Planning

Taxation Planning from FINANCIAL & INVESTOR MANAGEMENT

By: FINANCIAL & INVESTOR MANAGEMENT  06-Jun-2012
Keywords: Taxation Stratagies

Australian Taxations laws are extremely complex. The amount of tax you pay on your investments will depend on the types of investments you hold, how long you have held them, your marginal tax rate and, in the case of superannuation, your age.

Keywords: Taxation Stratagies

Contact FINANCIAL & INVESTOR MANAGEMENT

Email

Print this page

Other products and services from FINANCIAL & INVESTOR MANAGEMENT

Wealth Protection from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Wealth Protection

At FAIM, we are not in the business of "selling" insurance. Our philosophy regarding insurance is that you pay for what you get. The cost of insurance cover is based on probability; the lower the probability of a claim the lower the premium cost. We only deal with the leading insurers in the market and expertly manage the balance between cost and benefit.


Investment Advice from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Investment Advice

At Financial & Investor Management we believe there should be checks and balances to ensure that the investment portfolio recommended matches the client risk profile individually. There should be sufficient flexibility to be able to shift with market changes and investment attitudes. Realistically, markets fluctuate but also, your individual comfort levels fluctuate along with them. Future predictions are dangerous but there is one prediction that cannot be argued with. The markets will


Retirement Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Retirement Planning

The choices you face in planning your retirement can be complex and confusing. But for most people, one of the major concerns is simple: how can I make my money last? With the average retirement period soon to reach 30 years, it's a good question to ask. You could almost be spending as much time in retirement as you did in paid employment.


Estate Planning from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Estate Planning

Who should have a will? In short, everyone! The most common cause of a will not being established is that it's put in the "too hard basket" and it's something that a lot of people just don't get around to. The result is that an individual dies intestate and the estate is effectively then distributed by the State Government. Satisfactory? Most people would not want the government meddling in their affairs so the answer is a resounding NO!


Aged Care Specialists from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Aged Care Specialists

At Financial & Investor Management we remove the uncertainty and can provide you with a clear path of what is the best course of action available and then assist you in every step of the way to achieve the best possible result for your loved one requiring placement in permanent residential aged care.


Finanacial Advice from FINANCIAL & INVESTOR MANAGEMENT thumbnail
06-Jun-2012

Finanacial Advice

Financial & Investor Management (FAIM) are authorised representatives of Apogee Financial Planning, with over 26 years experience. We offer a range of specialised advice and services to both existing and new clients.