Tax Implications

We help you structure your finances smartly, so you can reduce tax, avoid surprises, and keep more of what you earn.

Keep more of what you earn.

Smart Tax Strategies for Long-Term Wealth

Minimising tax is a key element of a well-constructed financial plan—because every dollar you don’t

pay to the government stays in your pocket.

While saving tax should never be the sole reason for making an investment, it should always be thoughtfully considered as part of your overall strategy.

At Kinetic Wealth Management,
we help you navigate the complexities of taxation by:

Identifying tax-effective investment opportunities

Ensuring you avoid unexpected tax liabilities when making financial changes

Structuring your financial arrangements to maximise tax efficiency

Employing strategies to reduce your overall tax burden

FAQ

Your questions, answered.
Clear answers to common questions

Why is tax planning important in financial management?

Tax planning helps you keep more of what you earn by reducing liabilities and ensuring your investments are structured efficiently.

Can tax savings be the main reason for making an investment?

No. While tax efficiency is important, investment decisions should always be based on your overall financial goals—not just potential tax savings.

How can Kinetic Wealth Management help with tax planning?

We identify tax-effective opportunities, structure your finances for maximum efficiency, and help you avoid unexpected tax liabilities.

By incorporating tax considerations into your financial plan, we help you keep more of what you earn and grow your wealth effectively.

Testimonials

I’ve worked with Partha for a few years now as my financial advisor and establishing my
SMSF, it has been a rewarding and educational experience. It’s essential to have quality
financial advice and I highly recommend Partha and his credentials.

Vick,
Norwest NSW

Partha Saha has been our specialist financial adviser for the past four years. Partha has
provided us with sound financial advice and guidance on my wife and my superannuation,
and our other finances. The advice and strategies he put in place has been exceptional, not
only ensuring that our super will provide a very good retirement income, but also because
his investment strategies has ensured our super continues to grow.
Additionally, Partha is very approachable and has always been readily available to discuss
any other financial queries we have had.
Partha’s financial advice has ensured both my wife, and I can enjoy a long and comfortable
retirement.

Heinz and Karen,
Maroubra NSW

We engaged Partha from Kinetic Wealth to assist with setting up our Self-Managed Super
Fund (SMSF), and the experience has been outstanding from start to finish.
Partha took the time to clearly explain each step of the process, ensuring we had complete
confidence in the decisions being made. His professionalism, attention to detail, and
willingness to go that extra mile made what could have been a complex process extremely
smooth and stress-free. His financial advice and strategies have made sure me and my wife
are set up for the best possible outcome.