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Tax Structuring

Keep more of your hard-earned money with sophisticated yet compliant tax strategies that maximize your after-tax wealth.

Proven Results

Our track record speaks for itself. Here's what we've achieved for our clients.

23%
Average Tax Savings
100%
Compliance Rate
450+
Structures Optimized

What's Included

Comprehensive service designed for your success

Strategic use of trusts and company structures

Capital gains tax minimisation

Income-splitting and franking credit optimisation

Negative gearing strategies

Tax-effective investment vehicles

Ongoing compliance management

Our Approach

Deep expertise tailored to your unique situation

Why pay more tax than you legally have to?

Every dollar you save in tax is a dollar that stays in your family’s wealth-building engine. Our tax structuring service helps high-achieving Australians minimize their tax burden through sophisticated yet fully compliant strategies.

Tax planning isn’t about hiding money or bending rules – it’s about understanding the tax system well enough to use it to your advantage, exactly as the government intended when they created these provisions.

Strategic Tax Optimization

Family Trust Structures For many families, a discretionary family trust provides unparalleled flexibility in income distribution. By streaming income to family members in lower tax brackets, you can significantly reduce your overall family tax burden while maintaining control of your assets.

Company Structures The 25% corporate tax rate can be a powerful wealth-building tool when used correctly. We help you determine when and how to use company structures to cap your tax rate while building retained earnings for future opportunities.

Capital Gains Strategies Timing is everything with capital gains tax. From the 50% CGT discount to small business concessions, we help you structure your affairs to minimize CGT when you sell assets or exit your business.

Income Splitting Why should one family member pay the top marginal tax rate while another pays zero? We design strategies to legally split income across family members, reducing your combined tax burden significantly.

Negative Gearing Optimization Property investment can provide excellent tax benefits when structured correctly. We help you maximize the tax effectiveness of your property portfolio while building long-term wealth.

Superannuation Integration Your tax strategy should work hand-in-hand with your super strategy. We coordinate contributions, withdrawals, and pension structures to minimize tax across your entire financial picture.

Beyond the Numbers

Compliance First Every strategy we recommend is fully compliant with Australian tax law. We work within the system, not around it, ensuring you never have to worry about ATO scrutiny.

Future-Proofing Tax laws change, but good structures are built to adapt. We design strategies that remain effective even as legislation evolves, protecting your benefits for the long term.

Professional Coordination We work closely with your accountant to implement strategies seamlessly, ensuring your tax returns reflect your optimized structure correctly every year.

Annual Reviews Your financial situation evolves, and so should your tax strategy. We review your structure annually to identify new opportunities and ensure you’re always maximizing your benefits.

Stop overpaying tax and start building wealth faster. The strategies exist – you just need to know how to use them.

Frequently Asked Questions

Get answers to common questions about our service

Is tax minimization legal?

Absolutely. Tax minimization through proper structuring is legal and encouraged. We ensure all strategies comply with ATO guidelines and legislation.

When should I consider a family trust?

Family trusts can be beneficial for high-income earners, business owners, or families wanting flexibility in income distribution and asset protection.

Client Success Story

See how we've helped families like yours achieve their goals

"The family trust structure Summit Wealth recommended saved us over $30,000 in tax in the first year alone. The ongoing benefits continue to compound."

David & Sarah K.

Business Owners

Verified Client
4.9/5 Client Rating
850+ Happy Clients
$2.1B+ Assets Under Management

Ready to reach your financial summit?

Join 850+ successful Australians who trust us to guide their wealth journey. Book your complimentary consultation today.

Complimentary Initial Consultation
Personalized Strategy Session
No Obligation Commitment
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