Do I Need To Set Up And Run My SMSF By Myself?

When you work with Clear Tax, we can do it for you. We recommend that you take an interest in your SMSF fund, but let a professional set it up and run it on your behalf. We do so by ensuring that your SMSF is run in the most efficient and profitable way.

What Are The Benefits Of SMSF Advice?

There are many benefits to receiving SMSF advice, including greater control, choice, and flexibility; preferential taxation and cost efficiency; protection from risk; leverage for trustees; and greater succession opportunities.

How Much Can I Contribute?

Each year, each member of your SMSF can make a tax-deductible contribution of up to $25,000. You can also make up to $100,000 of non-tax-deductible contributions. There are a range of other special concessions that we can go through with you and tailor your contribution plans to suit you and your needs.

How Do I Plan My Estate With My SMSF?

SMSFs offer far greater estate planning flexibility for your family after you pass. You can direct the balance of your SMSF to the person you want to receive the money. This is very difficult to challenge in a dispute, giving you more control.

Wealth Management Services

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Clear Tax Accountants

Wealth Management Services in Melbourne

Managing your wealth effectively is crucial to securing your financial future. Clear Tax’s wealth management services are designed to not only help you grow but also protect and enjoy your wealth. We provide personalised strategies specific to your unique financial goals and circumstances to make sure that you have the support you need at every stage of your financial journey.

We understand that wealth management is not just about investments. It’s about creating a holistic plan that involves every aspect of your financial life. From saving for your children’s education to planning for a comfortable retirement, our goal is to help you achieve your financial aspirations with confidence and peace of mind.

Here’s What Clear Tax Has To Offer

Investment Management

Clear Tax’s investment management services focus on creating and managing diversified portfolios that are in proper alignment with your risk tolerance and financial goals. We conduct thorough market analysis and use a strategic approach to maximise your returns while minimising risks.

Receive ongoing guidance from our experienced advisors and regular portfolio reviews to make sure your investments stay on track while remianing aligned with your objectives.

Tax Planning

Effective tax planning is crucial for wealth management. Our services help minimise tax liabilities and maximise financial position through strategic planning and smart investments.

We develop strategies that will reduce your tax burden by analysing your finances for deductions, credits, and tax-efficient investments.

We focus on creating long-term tax solutions that support sustainable wealth growth.

Retirement Planning

Planning for retirement ensures you can maintain your lifestyle in later years. We help you develop a detailed plan by considering your current savings, projected expenses, and desired retirement age. We set clear goals and optimise your superannuation and other savings strategies.

Additionally, we create plans for generating steady income in retirement through pensions, annuities, and investments.

Estate Planning

With Estate planning, you can rest assured that your assets are distributed as per your wishes and your loved ones are taken care of. We draft and update wills to reflect your current intentions, ensuring they are legally sound. We also set up trusts to manage your estate, minimising tax liabilities and protecting your assets.

Additionally, we help you create succession plans for the seamless transfer of your business or personal assets to the next generation, preserving your wealth and legacy.

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What Our Clients Say About Our Melbourne Tax Planning Services

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I have worked with Clear Tax Accountants in Richmond Melbourne for about one year. They have managed my returns, my Jobkeeper, my grants and all they have done very professionally and are a wonderful friendly group of friends. I recommend them if you’re considering an accounting firm.

Matthew Joscelyne

Australia House

Great job to all of your Clear Tax teams. As the name states its been a very clear advice and efficient. Always helpful to develop our business via free seminars. Great job guys.

Anand Shanmugam

Oporto South Morang

I have been dealing with Yuvraj for number of years. His personal, professional and prompt service is second to none, one of the many reasons i have referred her to my clients and friends. will continue to do so. Without a doubt, 5 star all the way.

Vanessa Le

Zon’x Group

Their services are dependable, quick, and reasonably priced. They keep me informed about new tax legisaltion that may affect my position and will assist me reduce the amount of tax I owe or maximise my refund. I’m certain that my taxes are being handled in the most efficient manner possible. Thank you very much!

Sankirth Sunil

Highly recommended clear tax accountant. Ash and Manish and the team are providing the best services in Melbourne, extremely helpful, knowledgeable and professional. They are very responsive and answer all your queries. Always happy with their work so thank you very much.

Jirada Ponpetch

Ash and Yuvraj are a great team. They genuinely care and help people. They are professional and friendly. No matter how busy they are, they will always get back to you. I have called Ash few times and he has always called back irrespective of the time, always chirpy even over the phone. I would highly recommend their team.

Gladys Rodrigues

Ash and the team at Clear Tax have been absolutely spot-on for me and my business. Thorough, informed, approachable and, above-all, affordable, their company provides an incredibly refreshing and forward-thinking alternative to the more ‘old-school’ accountancy firms. Thank you for helping me in an area of business I do not love!

Roman Singh

We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!

Jacqueline Chatlin

Excellent Service & help with all aspects of my accounts. Working as a micro-business I have little time to spend on accounts and the team at Clear Tax Accountants have looked after me brilliantly from the very beginning. I feel I am in safe hands and they answer queries in a very straightforward manner so I understand everything in order to decide what to do best for my business. Delighted with Ash and Yuvraj. Thank you!

Amandeep Maan

Bit Expert

Jacqueline Chatlin

Blaykley

Clear Tax Accountants

Why Choose Clear Tax Accountants?

Our team of experienced financial advisors and tax experts is dedicated to providing you with the highest level of service. We understand the complexities of wealth management and are committed to helping you achieve your financial goals. With years of experience in the industry, we bring a wealth of knowledge and expertise to every client relationship.

We offer a holistic approach to wealth management, integrating investment management, retirement planning, estate planning, and tax planning into a cohesive strategy. This ensures that all aspects of your financial life are aligned and working towards your goals. By considering your entire financial picture, we can provide more effective and personalised advice.

Frequently Asked Questions

Below are answers to questions about Tax Planning for IT Professionals have received over the years.

What should I consider when planning for retirement?
When planning for retirement, consider your desired retirement age, expected living expenses, healthcare costs, and current savings. We help you create a comprehensive plan to ensure you have enough funds to maintain your lifestyle in retirement.
Why is estate planning important?
Estate planning ensures that your assets are distributed according to your wishes and that your loved ones are taken care of. It can also help minimise tax liabilities and avoid legal complications.

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