Tax Planning
When tailor-making your financial plan, Merlea Investments uses structures to help you maintain financial flexibility and tax effectiveness, as well as secure your capital.
Our knowledgeable advisors will work in conjunction with your tax professional to recommend tax planning strategies.
These strategies may include：
- Income splitting
- Gearing
- Using trust structures (e.g. unit trusts, family trusts, testamentary trusts)
- Using Investment trusts (e.g. private companies or self-managed superannuation funds).