STRATEGY TWO Protected Share Investments Tax Planning Strategies for 2015.

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Presentation transcript:

STRATEGY TWO Protected Share Investments Tax Planning Strategies for 2015

Protected Share Investments Big tax refunds for prepaid interest for a capital protected share portfolio (with NO cash required by 30 June) Tax Planning Strategies for 2015

Why is this important? Apart from the usual general tax planning strategies (eg. incur business expenses prior to 30 June to claim a tax deduction this financial year), there are only 2 main ways to reduce your tax: 1. Increase superannuation contributions; and 2. Prepay interest on borrowings for investments before 30 June. We will focus on this second item. Tax Planning Strategies for 2015

Using Tax Money to pay for your Share Portfolio! Here's how this strategy works… Tax Planning Strategies for 2015

$50,000 Shares Prepay Interest 100% Capital Protection Tax refund Tax Planning Strategies for 2015

You cannot lose your Capital! Example… If you use a capital protected share investment, your shares are 100% protected. This means that if the share market goes down, you don't lose any capital, and your shares go up in value, you keep all of the upside. Tax Planning Strategies for 2015

So what sort of shares do we use in these sorts of investments? We look for blue chip share opportunities A good strong consistent company like BHP & ANZ Has good growth potential BUT can pay consistent dividends Tax Planning Strategies for 2015

In summary… Instead of paying some tax, you can use this money to prepay interest on a loan for shares with full 100% capital protection for the shares. Tax Planning Strategies for 2015

Your Action Plan! Contact Success Accounting Group TODAY on (03) to implement this strategy before 30 June and save tax! Tax Planning Strategies for 2015