Tax Planning Strategies – Gold Coast

Tax Planning Strategies – Gold Coast

Tax Planning Strategies – Gold Coast — practical, step‑by‑step advice built around your goals, cash‑flow, tax and risk. We design, implement and review with you.

Who we help

  • Executives with RSUs/ESPP and variable bonuses
  • Property investors planning asset sales and CGT timing
  • Retirees coordinating franking credits and pension tax
  • Families using trusts/companies needing cohesion with personal plans

Our process

  1. Discovery — goals, time frames, constraints and risks.
  2. Strategy — structures, contributions/withdrawals, portfolio design.
  3. Implementation — platforms, paperwork, clear responsibilities.
  4. Review — cadence, triggers and playbooks so decisions are fast and calm.

Case Study – Natalie, Hope Island (names changed due to modelling purposes)

Executive with RSUs/bonuses. We orchestrated salary sacrifice, spouse contributions and CGT timing to minimise tax while protecting liquidity. Franking credits boosted net income.

Case Study – Mick & Jo, Tallebudgera Valley (names changed due to modelling purposes)

Investment property sale with a large gain. We modelled CGT, applied carry‑forward losses and spread disposals. Tax bite fell; portfolio simplified.

Quick sense‑check: Use our GCFA Financial Calculators. Results are conceptual only — not personal advice.

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