Tax Planning
Tax planning means managing your financial affairs such that the amount of tax you pay is minimised as much as legally possible. The idea is that you pay all the tax you have to – but no more.
Optimising your tax planning unlocks enormous potential for your financial plan. In fact, getting the tax planning right is typically more important to your financial performance than just about any other aspect – including things like choosing the right investment. A good investment can become a bad one if you find yourself with a bigger tax bill than you needed.
Australia’s taxation system is deliberately designed to encourage people to do some things and not do others. This means that when we take advantage of quality tax planning we are actually doing exactly what the community wants us to do.
That said, it can be difficult to know exactly what the community wants you to do! Australia’s taxation rules are complex – in fact, according to the government itself, each Australian faces a potential 125 taxes that they are liable to pay.
This makes it imperative that you seek qualified, quality tax advice provided by someone who is legally allowed to provide it.
Allan Moore
Director and Financial Planner
Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.
Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.
With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.
You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.
Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.
“Wealth is the ability to fully experience life”
Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931).
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