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Personal Tax & Advisory
Tax-effective management of your personal income, investments, and wealth, coordinated with the advisers around you.
Your Personal Tax, in Expert Hands
As your income and assets grow, your personal tax and wealth grow more complex. Investment income, capital gains, property, superannuation, and remuneration each carry tax consequences, and the rulebook keeps changing.
Ascentium helps business owners, executives, professionals, and investors manage their personal tax and coordinate their wealth in a tax-effective way, working alongside the licensed advisers around them in the confidence you can trust.
A Strategic Approach to Personal Tax and Advisory
Without a clear strategy, personal tax and broader financial affairs can become fragmented and reactive, with decisions made one at a time and opportunities missed. A considered strategy changes that.
Complexity Grows with Success
A Changing Rulebook
Tax and Wealth Are Connected
Coordination Beats Fragmentation
Complexity Grows with Success
A Changing Rulebook
Tax and Wealth Are Connected
Coordination Beats Fragmentation
How We Work with You
Understand Your Position
We map your income sources, assets, investments, superannuation, and goals, so advice fits your whole position.
Get the Compliance Right
We make sure your tax obligations are met accurately and on time, so your planning rests on an accurate, up-to-date position.
Plan Ahead
We apply forward-looking strategies across tax, capital gains, superannuation, and structuring, with an eye on the changes coming to the rules.
Coordinate Your Advisers
We work alongside your licensed financial adviser and lawyer, so your tax, investment, and estate plans pull in the same direction.
Review Each Year
We review your position as your circumstances and the rules change, so the strategy keeps pace.
What Our Personal Tax & Advisory Service Covers
Personal Tax Position & Compliance
Personal Tax Planning
Capital Gains & Investment Tax
Superannuation Strategy
Remuneration & Employee Share Schemes
Estate & Succession
Wealth Structuring & Coordination
Why Choose Ascentium
We manage your personal tax and provide strategic advice that considers your broader financial position, coordinating with your wealth advisers where appropriate.
With significant proposed reform coming to capital gains tax and negative gearing, we help you understand the impact and plan ahead, rather than react after the fact.
Our advice is independent and focused on your interests. We keep your personal and financial affairs confidential and coordinate with other advisers only with your authority.
Your personal tax and advisory team connect with our SMSF, family office, trust, and structuring services, so the whole picture is handled under one roof.
Transparent pricing with no surprises.
A Smarter Approach to Your Personal Tax and Advisory
Personal tax and advisory strategies from an experienced team of experts with a personal approach, helping you keep more of what you earn and build.
Frequently Asked Questions (FAQs)
It covers your personal tax planning, capital gains tax, investment and property tax, superannuation strategy, remuneration and employee share schemes, and estate and succession, along with coordinating your wealth. We work with your licensed advisers for the investment advice.
No. Ascentium Australia is not licensed to provide financial product or investment advice. We focus on tax, superannuation strategy, structuring, and coordination, and we work with your licensed advisers, or introduce you to licensed professionals from our network.
Discretion is fundamental to how we work. Your personal and financial information is held in the strictest confidence and shared with no one without your authority. Our advice is genuinely independent: we act for you alone, so the advice you receive is shaped by your interests and nothing else.
Personal Tax & Wealth covers your personal tax and the coordination of your wealth, and suits business owners, executives, professionals, and investors. Family Office Services is our premium, comprehensive offering for high-net-worth families with more complex, multi-generational needs. Many clients begin with personal tax and wealth and move into family office services as their needs grow.
Yes. We advise on rental income and deductions, capital gains tax, and the right structures to hold investments, including how the proposed reforms to the CGT discount and negative gearing may affect your property and share investments.
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