Tax Structuring

Optima customises personal tax strategies that can significantly reduce the amount of tax you pay so you have more money to spend, save, and invest.

We assist clients in effectively navigating the complex tax issues in transactions to help manage risk and achieve commercial outcomes

Optima help you with:

  • Implement tax-effective investment strategiesGrow your personal wealth exponentially by redirecting your tax dollars from the taxman’s pockets into longer-term investments that offer impressive tax savings, such as residential property, business, and shares
  • Utilise powerful tax structuresSignificantly reduce income and capital gains taxes on investments by purchasing or transferring assets into tax effective structures such as family trusts, property trusts, companies, and self-managed super funds
  • Structure your home and investment loansImplement tax-effective loan structures and strategies that can help you turn non-tax-deductible debt into tax-deductible debt, so you can pay debts off more easily and in a fraction of the time
  • Tax-effectively transfer wealth to future generationsSet-up the right tax structures that ensure your assets can be passed down to future generations while avoiding unnecessary future tax losses, which can occur with wealth transfers
  • Boost the tax effectiveness of your investmentsIncrease after-tax returns for your investments by implementing tax strategies that help you keep more of your wealth and investment income. Then use that income into even more wealth-building investments

Tax Return Checklist

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