Tax effective investment solutions that put you in control

Estate planning

A lively gathering is taking place outdoors under a leafy tree, creating a cheerful atmosphere. In the foreground, a long table is set with a variety of dishes and drinks, suggesting a feast. A well-dressed older man stands and raises a glass, possibly making a toast, while a young girl seated nearby looks up at him with a smile. Surrounding them are several adults engaged in conversation and laughter, each holding their own drinks, enhancing the sense of camaraderie. The scene is decorated with colourful decorations hanging from the tree, adding to the festive mood, and the dappled sunlight filters through the leaves, casting a warm glow on the gathering.

Pass on wealth tax effectively with certainty, control and most importantly peace of mind.

Retirement planning

A man is engaged in tending to a row of vibrant, leafy greens, possibly lettuce or a similar type of vegetable. He is dressed in a long-sleeved shirt with a checked pattern and an apron over the top, indicating that he is involved in agricultural work. His expression is one of concentration as he inspects the plants carefully, suggesting a hands-on approach to farming. The background is dark, which helps to highlight the bright green foliage in the foreground, creating a striking contrast that draws attention to both the man and the plants he is nurturing. The setting appears to be an indoor or greenhouse environment, typical for controlled agricultural practices.

Retirement is an emotional journey not just a financial decision.

Tax aware investing

A cheerful scene unfolds in a relaxed outdoor setting, where two individuals are seated closely together on a comfortable wooden bench. The woman, with long, flowing hair, is smiling and looking affectionately at the man beside her, who is wearing a dark sweater and grinning widely. A small, round table in front of them holds a cup, suggesting they are enjoying a casual drink. Surrounding them are elements of greenery, with soft, natural light filtering through, creating a warm and inviting atmosphere. The backdrop features wooden elements, hinting at a stylish yet laid-back environment perfect for intimate conversations.

Tax aware investing is essential to maximising investor returns. Returns go up when tax goes down.

Building wealth

In the scene, a joyful woman with short, light hair is laughing heartily while dancing with a man who has greying hair. The two appear to be enjoying a lighthearted moment, possibly sharing a dance together in a well-lit room, enhanced by sunlight streaming through large windows. The woman wears a loose, light-coloured sweater, while the man is dressed in a long-sleeved shirt. Their expressions convey happiness and connection, reflecting a sense of intimacy and joy in their interaction. The background is soft and subtly illuminated, adding to the overall warm and cheerful atmosphere of the moment.

Flexibility to accumulate wealth and save for retirement without the complexity.

Investing for a child

A woman and a young girl are sharing a joyful moment while enjoying ice creams in a picturesque outdoor setting. The girl, wearing a checked shirt, leans in closely to the woman, who has long, flowing hair and a cheerful expression. Both are grinning widely, seemingly lost in a playful interaction as they touch foreheads. They each hold an ice cream cone, with vibrant scoops of colours like pink and yellow. The background features muted tones of a quaint street, with hints of stylish furniture and soft lighting that create a warm and inviting atmosphere.

Helping you save for a child's future and provide them with a financial head start in life.

Managing trusts

A family of four is enjoying a serene moment by a calm river, with lush green hills in the background. The parents are holding hands with their young children, who seem to be playfully wading into the water. The mother, dressed in shorts and a sleeveless top, appears cheerful as she engages with her little ones, while the father, wearing a light-coloured shirt and shorts, stands close, watching the children. The kids, one wearing a t-shirt and the other in a grey onesie, seem curious and excited about the water. The scene is bathed in soft, diffused light, creating a tranquil and joyful atmosphere.

Reduce or even eliminate the level of distributable income from your discretionary or family trust.

Responsible Investing

The image showcases a landscape dotted with numerous wind turbines, set against a backdrop of a clear sky. These tall structures, with their three elongated blades, are aligned in a row, creating a striking contrast with the surrounding terrain. The land appears to be somewhat rugged and undulating, covered with sparse vegetation, suggesting a natural setting perhaps near the coast. A soft haze can be seen in the distance, possibly indicating proximity to water or a more expansive landscape. The overall scene conveys a sense of renewable energy generation and is aesthetically complemented by the serene atmosphere of the environment.

Our Responsible Investing investment menu is constructed with the objective of investing in companies that seek to improve outcomes for society, while also creating long-term investor value.

Responsible Investing investment options