Self Managed Super Fund

Over 500+ Superannuation Funds operating in Australia makes it harder to find a fund that pays you returns at a lower cost. Or do you want more control and flexibility? Then you could consider opening up a self-managed superannuation fund (SMSF), suitable for both the individual or family. Superannuation is not just for “elder people”. It can create investment opportunities for young people and give you the ability to buy assets such as property, cryptocurrency or shares.

Our specialists at William Nguyen and Partners take a holistic approach to finding what the best strategy is for you and your family. Having a clear plan in the early stage of your life will ensure that your super will be there when you need it!

How we can help:

Establishing your Self Managed Super Fund (SMSF)
Tax planning for SMSF
Annual Taxation Compliance
Retirement Transitions Administration Compliance

Investment Properties

Investment in property can be exciting, but it can also be a nightmare if you do not get the right advice! In Australia the law for tax and accounting for investment property can be a minefield. As an investor you need to consider all angles before making decisions. At William Nguyen and Partners we can provide you with the right guidance and advice when it comes to your investment.

Maximum returns, less tax. If you do not know what you are doing it can be easier said than done when it comes to your investment property. Real estate has long been considered a sound long term investment. Not only can property appreciate in value over time, but it can also provide a steady source of income through rental payments. Before taking the plunge, it's important to do your research and seek out reliable advice.

How we can help:

Asset Protection
Tax planning and advice
Investment strategies
Debt Restructuring & Consolidation

Wealth Management and Planning

Wealth management is for everyone. In fact, everyone can benefit from financial planning. After all, who doesn't want to maximise their tax returns or get the most out of their assets? But when it comes to wealth management, it's not just about numbers. There are many ways to build wealth, but what is the right way for your situation?

At William Nguyen and Partners we listen to our clients to get an understanding of their current situation and where they want to go. We can help you develop a long-term strategy for growing your wealth and reaching your financial goals. This may include investing in assets such as stocks, funds, saving for retirement, or creating a budget to help you stay on track. No matter what your financial situation is, it's never too late to start thinking about your wealth management and planning.

How we can help:

Investment Portfolio Construction
Personal Wealth Management
Estate Planning advice and structure

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