Are you approaching your preservation age?
How can you reduce your working hours without reducing your income? How can you maximise pre and post tax contributions? What structures will protect you? Where should you invest? How do you remain ATO-compliant with ever-changing legislation?
The answers to these questions depend on your individual circumstances and are why product based financial advice provided by many large institutions may prove costly.
Back9 offers personal, high-quality, hands-on transition to retirement advice that is specifically designed to suit your unique needs not the general needs of the masses.
We can advise on:
Assets Accumulation, Preservation, Liability Driven Investment (LDI)
Liability Determination, Management
General Corporate Advice & Succession Planning Exit Strategies to unlock value, Maximising after tax funds for further investment, Maximise annual profitability, Cash Flow Management
Capital Gains Tax Active Asset Exemption, Small Business Concessions, Rollovers, Retirement Contribution Strategy
Superannuation Contribution Strategies
Reporting Financial Statements, Income Tax Returns
Insurance Liability/Risk Management
Who do we help?
We provide personalised strategies to high-net-worth individuals and family groups, sophisticated individual investors, business owners, senior executives, and professionals to maintain, grow and protect their wealth.
Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.
Telephone
+61 (2) 9238 8280
+61 (0) 418 854 838
Address
Level 24, 9 Castlereagh Street,
Sydney NSW 2000 Australia
Postal
PO Box R1800,
ROYAL EXCHANGE NSW 1225
