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Articles
Defer asset sales
Use losses
Selling
Can it continue
Negative Gearing
Game on
Two charts, two stories
" little changes "
Discretionary Trust
Megatons to Megawatts
Invest tax-effectively for you children
FarmVille vs Twitter
Women
Income splitting
Dollar cost averaging
Remarkable
A balanced approach beats trying to beat winners
Capital Guarantee
Defer asset sales
By Dejan Pekic
B.Comm, Dip FP, CFP

10 Smart Strategies for Growing Your Wealth: Strategy 10 

Many of you will be familiar with this case study because at Newealth we discuss and recommend such a solution when looking for ways to expand a clients assets.

Strategy 10 is our final case study for 2009 and it focuses on deferring the asset sale which is only ever successful in reducing tax if your income actually drops in the following financial year.

WARNING, all the case studies are examples only and are not intended to be comprehensive or to constitute advice which is why you need to call me to discuss the relevance of the strategy to your particular circumstances. 

We trust you have enjoyed the ‘10 Smart Strategies for Growth Your Wealth’ and we look forward to helping you implement some or all of these strategies in the years to come. 

At Newealth we are always looking to innovate and improve our ongoing services wherever possible and if you have any ideas or comments, please feel free to email me via ‘Contact Us’ at www.newealth.com.au or to call me on +61 2 9267 2322. 



15th-December-2009
 
        
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