As an investor you will be at different stages in your financial journey. You may be considering buying your first investment property or you may have recently sold your business and looking forward to the next chapter in your life.
No matter where you are currently at, the team at VBA can help you successfully navigate your investment journey.
You have been successful in business and smart with your money. You have worked hard to create a nest egg and you feel a sense of achievement and accomplishment.
Now is not the time to become complacent. You need to protect what you have created from unexpected life events as well as grow your wealth to sustain the lifestyle you have imagined for you and your family.
We help protect your wealth from unplanned financial and life events such as divorce, death or poor financial advice by:
We understand your family is what matters most to you and you want to look after them. In today’s world that includes blended families and complex investment structures a simple Will is no longer sufficient. There are many aspects to consider, which require specialist advice to ensure your money ends up in the right hands and used for the purpose you imagined it would be. Should you require this advice, we can coordinate a meeting with one of our estate planning specialists.
to receive a complimentary review of your investment structures.
Paperwork. Compliance. Tax. It’s the boring stuff that you hate doing and just when you think you have it covered, the government changes the rules. Fortunately for you we love it and it’s what we are good at.
We make things simple for you by managing your financial and compliance obligations. We help you by:
We offer tailored packages for businesses of all sizes and needs.
to discuss how we can best help you.
Tax. It’s a necessary evil. No one likes to pay it but if we must then let’s not pay anymore than our fair share. Let’s minimise the tax we pay on our investment earnings and maximise the amount we have to fund our lifestyle.
We help you minimise the amount of tax you pay on your investment earnings by:
to discuss how we can minimise your tax.
For investors who want more control over how their superannuation is invested and the flexibility to choose what assets to invest in, a self-managed superannuation fund (SMSF) can be a good choice. In addition to having greater control over your investments, investing through a SMSF will provide you with lower tax rates than traditionally paid by investing outside of superannuation. Your fund can also be used to provide a tax-free income in the retirement phase of your life.
However, an SMSF is highly regulated and there are a large number of investment and tax rules you need to be aware of to ensure you comply with the law. If you are considering an SMSF it is important to seek the right advice to ensure it will suit your needs and provide you with the benefits you are looking for.
We help you manage your superannuation by:
to discuss the benefits of investing through an SMSF.