Financial Planning Services

At CAPITALEYES we are constantly on the look out for tax planning and wealth creation opportunities for our clients. We’re not just a cookie-cutter Accountancy Firm; we examine each individual and case on their own merits to tailor financial strategies that best suit your needs.

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HOW TO MAXIMISE YOUR ASSETS

- Your invitation to financial freedom

If you had the opportunity to learn about an investment technique that could be vital to your wealth creation and investments, would you be interested?

It has been said that “it takes money to make money” – but many of today’s multi-millionaires started with little more than ten dollars in their pocket. CAPITALEYES will assist you in climbing the ladder of financial success to grow and maximise the assets you have through different techniques.

Technique - Example 1 -

You are no doubt aware of the importance of diversification in an investment portfolio. Many of our clients enquire about the benefits of diversification into alternative asset classes and the various risks and returns that may be associated.

As an Authorised Representative of Great Southern Securities, Charbel Fahd can reveal how an investment with this ASX listed agribusiness leader can provide you with a truly diversified investment opportunity.

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HOW TO MINIMISE YOUR TAXATION

- A question everyone should ask: how can I keep more of the income I earn?

It has been said “look after the pennies and the pounds will look after themselves” – and this is certainly very true when it comes to tax minimisation. However, the tax legislation tends to be rewritten faster than most of us can write out a cheque, and that’s why CAPITALEYES sees that it’s imperative to keep up to the minute with new opportunities.

You are no doubt aware of the difference appropriate tax planning can make to your financial situation. Many of our clients enquire about effective methods by which to reduce their income tax and capital gains liability, optimise their Family Tax Benefits or increase their cash flow.

As an Authorised Representative of Great Southern Securities, Charbel Fahd can show you an investment opportunity which can help you achieve your various tax planning goals. Great Southern, who are in our opinion Australia’s leading agribusiness investment manager, offer investment projects combining 100% tax deductibility with the potential for sound returns and a high level of security. Some of the possibilities include:

  • Reducing taxation liabilities, including capital gains, at the same time as creating an investment
  • Increasing your fortnightly or monthly income through smart investing
  • Optimising your Family Tax Benefits through better tax management

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Investment opportunities with Great Southern

As an Authorised Representative of Great Southern Securities, Charbel Fahd can offer you the opportunity to invest with Australia’s agribusiness market leader in their current offerings of Plantations, Organic Olives, Wine Grape and Beef Cattle Projects. These Projects combine 100% tax deductibility with the potential for sound returns and offer a range of security features.

Great Southern has the largest share of the Australian agribusiness MIS industry and manages funds in excess of $1.5 billion on behalf of more than 35,000 investors. Parent company Great Southern Plantations is part of the S&P/ASX 200 index, has a market capitalisation exceeding $1 billion and net tangible assets of $756 million (as at 30 June 2006).

Features:

  • All Projects are 100% tax deductible as confirmed by Australian Taxation Office Product Rulings for each Project*
  • Great Southern’s flexible finance options allow you to spread the cost of your investment over a term that suits you, including 12 months interest free
  • You will benefit from a range of security features, including diverse land holdings across Australia, insurance (with the exception of the Cattle Project) and pooled sale proceeds.
  • Use the Projects as part of an overall financial plan to achieve a range of tax planning and wealth creation goals

Great Southern spends significant time and resources in researching the markets for the commodities in which it operates, thus ensuring investors are participating in industries that offer future growth and potential. Great Southern’s strong financial position and the company’s focus on four highly sought after commodities with strong long term growth and export prospects, combine to offer a strong, commercial investment with the potential for sound returns.

Find out more about Great Southern’s projects…

What’s in it for me?

As a result of the recent Tax Office announcements and changes in tax law, there are now certain tax effective investments that have ATO product rulings. This greatly increases our ability to give you safe tax planning.

If your answer is “yes” or “not sure” to any of the following questions we may have a solution to help maximise your wealth and minimise your tax:

  • Have you had an increase in income?
  • Will you receive a bonus or other abnormal income?
  • Have you derived capital gains from a property or share sale?
  • Do you have a need for tax deductible savings?
  • Are you paying a surcharge on Medicare?
  • Do you want access to the Family Tax Benefit?
  • Have you had a significant increase in business revenue?
  • Would like to vary the PAYG you have paid or will pay?
  • Would like to provide for long service leave on a tax deductible basis?

Talk to Charbel Fahd of CAPITALEYES about strategies tailored to your needs and begin to climb the ladder to financial success.

As an Authorised Representative of Great Southern Securities , Charbel Fahd can provide you with a unique investment opportunity to invest in these global commodities that combine outstanding tax advantages with the potential for sound returns and a high level of investor security.

* Great Southern 2007 Beef Cattle Project

Participate in one of Australia’s most significant industries. No Australian agricultural commodity is more valuable in terms of exports, with Australia ranked in the worlds top two beef exporting nations. Find out more…

Great Southern 2007 Beef Cattle Project

Beef from the Project is intended to be consumed locally or exported as part of this highly successful industry. Average saleyard prices of Australian beef cattle have exhibited an overall upward trend for the past 20 years. Global beef consumption is expected to rise over the next five years, particularly in China, where per capita consumption is relatively low, however a shift is now taking place towards beef and western cuisine.

 

* Great Southern 2007 Wine Grape Income Project

The Australian wine industry has been one of the nation’s true success stories, enjoying spectacular growth and export sales for the past decade. Despite the current oversupply of some grape varieties in Australia, international growth is expected to put pressure on grape supply in the coming years. You too can benefit from this opportunity to harness the world’s growing thirst for wine and participate in one of Australia’s strongest performing industries. Find out more…

 

Great Southern 2007 Wine Grape Income Project

This Project produces grapes for the production of quality wine, for consumption locally and overseas. The Australian wine industry has experienced excellent export growth for over a decade. From levels below 150 million litres in the mid nineties, exports more than quadrupled to 650 million litres by 2005. Domestically, the wine industry is also expanding, with sales increasing by 3.7% in 2005.

 

* Great Southern 2007 Organic Olives Income Project

For thousands of years, olive oil has been valued for its health and culinary virtues. Today, the world’s appetite for olive oil is strong. You too can stake a claim in this vast industry, as well as harness the rapid consumer shift towards organically produced food. Find out more…

Great Southern 2007 Organic Olives Income Project

Organic olives produced in the Project are intended to be used in the production of premium extra virgin organic olive oil, which is sold locally and internationally in an expanding market. Global demand for olive oil has grown at a compound rate of 4% over the past 15 years. Coupled with organic agriculture, demand for which was estimated to be growing by at least 20% p.a. in 2005, the market for organic olive oil appears strong.

 

* Great Southern Plantations 2006 Project

As demand for paper increases, particularly from expanding markets throughout Asia, so too does demand for hardwood woodchip derived from these projects. Ask us about how you can participate in this fast growing industry producing a highly sought-after export commodity, essential for the manufacturing of paper products. Find out more…

Great Southern Plantations 2006 Project

Trees grown in the Project are intended to be converted to woodchips and exported to Asian purchasers, for the production of fine paper products. Globally, the supply of hardwood from natural forests is declining, as eucalypt plantation pulpwood increases in popularity. With increasing per capita incomes and literacy levels driving demand for paper, Asia, and in particular China, is expected to experience a rapid growth in consumption over the next ten years.

IMPORTANT: The information contained in this article is by way of general summary only and has been prepared without taking into account any person’s individual objectives, financial situation or needs. Before making any decision to acquire an interest in the Great Southern Plantations 2006 Project ARSN 112 744 902, the Great Southern 2007 Organic Olives Income Project ARSN 115 654 950, the Great Southern 2007 Wine Grape Income Project ARSN 117 119 507 or the Great Southern 2007 Beef Cattle Project ARSN 118 784 115 (the ”Projects”) a person should consider the appropriateness of the information to their individual objectives, financial situation and needs and if necessary seek advice from a suitably qualified professional. Great Southern Managers Australia Limited AFSL 240 787 is the issuer of the Projects and has issued a Product Disclosure Statement (“PDS”) for each Project which details the terms of the particular Project. Anyone wishing to invest should consider the contents of the applicable PDS and complete the attached application. For a copy of a current PDS please contact Great Southern Securities Pty Limited at 16 Parliament Place, West Perth WA 6005, telephone (08) 9320 9700 or 1800 258 348. The information is provided in good faith and believed by Great Southern Securities Pty Limited AFSL 240 788 to be accurate at the date of issue. However, no representation or warranty is made as to the accuracy, reliability or completeness of this information. Except to the extent that statutory liability cannot be excluded, Great Southern Securities Pty Limited and its related entities, directors, employees, and agents accept no liability (including liability to any person by reason of negligence or negligent misstatement) for any statements, opinions, information or matters (expressed or implied) arising out of, contained in or derived from, or for any omissions from, the information contained herein.

* The Product Rulings are only a ruling on the application of the taxation law and is in no way expressly or impliedly a guarantee or endorsement of the commercial viability of the relevant Project, of the soundness or otherwise of the relevant Project as an investment, or of the reasonableness or commerciality of any fees charged in connection with the relevant Project. Each Product Ruling is only binding on the Commissioner of Taxation if the relevant Project is implemented in the specific manner provided in the Product Ruling.