Case Studies

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.