At MGB, we are tax accountants & business advisors supporting all kinds of people and business in their accountancy & taxation needs. We also offer financial planning & lending services.
Suite 1, Level 1, Garden Court, 360-362 The Horsley Drive,
Fairfield Sydney NSW 2165
P.O.Box 982,
1300 784 314,
0418 145 517,
02 9726 2819
Norwest Business Park, Suite 5 Building B, 34-46 Brookhollow Ave
Baulkham Hills NSW 2153

TAx effective investment Advice

We can help you with:

  • Tax-effective investment advice and strategies (including gearing and debt management)
  • Capital gains tax reconstruction
  • Claiming back the cost of the tax-related component of your financial plan
  • Tax-effective structures, eg trusts
  • Tax planning and tax returns for individuals, DIY super funds, trusts and businesses
  • Passing on your estate tax-effectively

Investing inside a tax effective landscape is incredibly important to maximise the return on your investment.

We understand the taxation implications of investment returns for our clients. Several tax effective investment strategies can be used to minimise tax. Getting the right mix of strategies is critical.

We can explain the benefits of each strategy and recommend the most appropriate given your circumstances and goals.

General Advice Warning

This is issued by Michael G Bridges an authorised representative of GWM Adviser Services trading as MLC Financial Planning. This information might contain unsolicited general information only, without regard to any investor's individual objectives, financial situation or needs. It is not specific advice for any particular investor and is not intended to be passed on or relied upon by any person. Before making any decision about the information provided, an investor should consider the appropriateness of the information in this document, having regard to their objectives, financial situation and needs and consult their adviser. Any indicative information and assumptions used here are summarised and also may change without notice to you, particularly if based on past performance. 

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phone number02 8488 6260


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