Helping you make the big decisions about whether to invest, contribute to super, pay debt, buy a new home, start a business, sell assets and much more.
It’s common to feel uncertain about how to join the dots between the resources you have, what you want to achieve, and what’s important in your life. We’ll help you understand the combination of strategies that best strike this balance, as well as giving you context for important trade-off decisions you might make.
There’s no set & forget strategies, as life nor finances work that way. As life changes whether it’s your situation, resources, priorities, health or the things completely outside your control such as investment markets, interest rates, tax & super rules, we’ll help you evolve your strategy with life’s never-ending changes.
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Small business CGT concessions are tax benefits that allow eligible business owners to reduce, disregard, or defer capital gains tax on the sale of their business. These concessions include the 15-year exemption, 50% active asset reduction, retirement exemption, and small business rollover, which can be applied individually or in combination to significantly lower your tax burden.
