Too often, people invest before considering the appropriate entity that should hold their investments. This may result in unnecessary tax and therefore being detrimental to achieving their long-term goals.

At Gamma Advisory, before we discuss investments with clients, we determine the most appropriate structures to hold their investments. All decisions that are made are in your best financial interest.

This can include:

  • Individual Name
  • Joint Names
  • Company
  • Trust
  • Superannuation
  • Self-Managed Super Fund

In some instances we may consult with your accountant or tax adviser to ensure your structures are appropriate.