Are you prepared for the changes that could affect your wealth, tax position and retirement future?

After the privilege of serving clients like you for more than 20 years at Provida Finance , we believe this is an important time to review your financial strategy.

The recent Budget changes and proposed changes may have significant implications for investors—particularly around negative gearing, Capital Gains Tax (CGT), family trusts and SMSFs.

Could you be leaving valuable tax opportunities on the table?

NEGATIVE GEARING
Changes to the rules could affect the tax benefits associated with your investment property strategy. We can help you understand what the changes mean for you and whether your current structure remains appropriate.

CAPITAL GAINS TAX (CGT)
Changes to CGT can have a major impact when you sell, restructure or transfer assets. Understanding the potential tax consequences before you make a decision can make a significant difference to your long-term wealth.

Your next move could be important

The right strategy may help you:

• Make the most of available negative-gearing and tax-deduction opportunities
• Plan ahead for potential CGT liabilities
• Build and diversify your investment portfolio
• Create stronger sources of passive income for retirement
• Review your family trust and SMSF structures
• Protect and transfer wealth to the next generation
• Potentially bring your financial goals forward with smarter planning

Don’t wait until the changes affect you.

We are offering existing clients a COMPLIMENTARY FINANCIAL REVIEW to assess your current position and identify potential opportunities arising from the Budget changes.

After 20 years of helping clients build and protect their wealth, we know that the best time to review your strategy is before you need to make a major financial decision—not afterwards.

Call us today to book your complimentary review.

We look forward to catching up with you and helping you make informed decisions about your financial future.