Wealth Management and Creation

  • AP Taxation can help ensure that your wealth is managed tax effectively. We also offer advice relating to:

    • Personal & business tax planning
    • Extracting profit from your business
    • Remuneration strategies
    • Tax-efficient savings and investments
    • Planning for a comfortable retirement
    • Exit strategies and estate tax planning

    We also have a strong network and affiliation with various reputable independent financial advisors. The services they offer include:

    • Self-managed super fund (Specialist Advice)
    • Estate and retirement planning
    • Transition to retirement advice
    • Investment strategies and advice
    • Direct share investments (full time stock broker aligned with practice)
    • Risk management including personal and business insurances
    • Aged care, Aged Pension and Social Security advice

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