ANIG Wealth Management is a licensee and a diversified wealth management firm focused on managing and growing the wealth of non-institutional investors and retail clients. As a registered financial advisor group, we offer a wide range of financial advisory services.
ASFIN Group is a diversified financial services operation with a wealth of investment experience nominated by the Australian National Investment Group as the dedicated Investment Manager. The investment team have been together since 2016 and have over 50 years of trading experience between them.
That is dependent on your marginal tax rate and that of your partner. If an investor’s marginal tax rate is 19%, 37%, or 45% exclusive GST, then your investment income will be taxed at that rate.
Generally, an investor receives a 50% CGT discount for investment held longer than 12 months. The remainder of the profit will be taxed at the marginal tax rate of the investor(s) or person(s) owning the asset.
That is dependent on the marginal tax rate of the beneficiaries of the family trust entitled to be receiving the distribution (income) from the family trust. Among other considerations, if a family trust beneficiary’s marginal tax rate is 19%, 37%, or 45% exclusive GST, then that is how much tax payable for the income generated from the investment.
The highest tax rate within a superannuation fund is 15%.
Capital gains tax is capped at 10% within super funds and when you meet specific eligibility criteria, an investor could be paying 0% capital gains tax with their investments in an SMSF or in superannuation.
Partner with an ANIG WM financial adviser in Sydney or Brisbane to help navigate your financial future. You'll be granted unlimited access to our expertise, our professional tax effective investment strategies and solutions, and we'll also remain your guide and trusted advisers for ongoing review and advice. We offer our services to individuals and businesses across Australia.