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An independent
investment advisory
firm specialising in
proactive, tactical
investment and financial
advice for individuals,
families, and not for
profit organisations.

Initial advisory inquiry.
Advisory support inquiry.

Last updated May.
All rights reserved 2012.
 
Grant Patterson.
Michael Ogg.

Home page.		 After tax returns.

          After all it is only after tax returns that can be consumed or
invested. Unfortunately most managers and advisors still to this day
focus on headline returns. Tax can have a big impact on these numbers.
          It is this focus, after tax returns, in which we operate.
          In conjunction with client’s accountants we ensure investment
returns are optimised by holding them in the most efficient entity.
          Many advisors and managers make investment decisions in
isolation. What is good for some may not be good for others.
          Having the responsibility and knowledge of various tax entities
enables us to make the right investments in the right structure. We don’t
operate within a vacuum thus ensuring returns are optimised.
          We know there is nothing more certain than death and taxes but
its also certain that some investors pay more tax than is needed. That’s
where we come in.
          Individually focussed in consultation with other tax advisors
ensures investments held in the best entity.
          Once the forces are understood, the structures can be built to
harness the current opportunities, be aligned to achieve the financial
needs sought, and be optimised for efficient compliance.
          With this, information will be once again be a tool for wealth
creation, and protection.
          With our wisdom, care, and guidance you will ensure that returns
are maximised and once again be in command of your future.
          The links for preaddressed inquiry emails are on the left-hand side,
and our telephone number is below: should you prefer to call.

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Telephone +61 2 9239 9333.
Copyright 2011.		 Topic synopsis.

After tax returns are what
count. We feel that the
wealth leadership our clients
seek is in optimising their
investments structure.

Optimum focus.

Our focus on optimising
structures is based on
four fundamental notions.

No1. Its after tax returns
that matter.
No2. Ensuring correct
structures are crucial.
No3. Put you back in
command of your future.
No4. Correct structures for
optimised returns.