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Aden sits down with Kathryn Creasy, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits.
Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.
Download our tax planning whitepaper.
- 1:26–5:04 – What tax planning means and why it matters
- 5:04–11:00 – Superannuation strategies and contribution tips
- 11:00–15:33 – Structuring investment assets
- 15:33–21:17 – How family trusts and bucket companies work
- 21:17–26:50 – Key trigger points for tax planning
- 26:50–34:09 – Why business owners need to plan proactively
