Case Studies

James is employed as a contract engineer at two different engineering companies. He would like to build wealth and save tax at the same time.

Roy, an employee software salesperson, uses his own motor vehicle for work purposes and is reimbursed the cost by his employer.

Cleaning company eliminates the 9.5% super guarantee liability on $1.3 million subcontractor payments, saving $123,500 pa.

Tony, a Singapore national, wants to invest $3 million into Australian commercial property.

Mathew’s taxable income is reduced by $75,000 pa, saving $30,850 tax per year by utilising tax saving strategies 68, 193 and 12.

Over the last five-years Joanne has borrowed heavily from her practice company to finance extensive house renovations.

Tom Roberts owns and drives his own truck making contract freight deliveries around Perth five days per week. When Tom visited his Balcatta, WA accountant he said he was concerned about the financial viability of his business and worried about protecting the family home if the business failed.  

Husband & Wife Doctors Save $42,534 in Tax by salary packaging their private motor vehicles, transferring their personal investments into Super and taking advantage of the $20,000 asset write-off.

Protecting Simon’s personal assets whilst reducing his tax payable from $57,832 to $41,422 per year (saving $16,410).

John James, a young employee electrician reduces tax payable from $20,910 to $12,324 per year.