TAX MINIMISATION


Plansure TAX-MINIMISATION

‘Structured products’ is a term given to products that have a significant tax-deductible component. It is vital to understand that the calibre of the underlying investment is your most critical investment consideration – poor investment will not be better just because of its tax deductibility.

Any structured products recommended by Plansure Solutions are regulated by ATO product rulings, providing you the peace of mind that your deductions are certain if the appropriate investment requirements are met.

Will they suit me?

Most structured products suit growth investors with a medium to long-term investment time frame. Generally these investments will be a minority component in an overall growth portfolio. Both income and growth can be expected from structured products, and some products in this category can produce results in as little as three years.