Tax Effective Strategies

Here at Bottrell Wealth Newcastle , we specialise in helping individuals and businesses achieve their financial goals through tax effective strategies.  Our team of experienced financial advisors have up to date extensive knowledge of the tax laws and regulations to ensure your financial plan is compliant with legal requirements. We understand each client has specific financial goals and we develop a tailored plan to fit this. Whether you’re looking for ways to minimise your tax burden, maximise your income or plan for retirement, our team can help you. Contact us today to schedule a consultation to take the next step to financial success.

Having a financial plan that has proven tax strategies in place not only ensures your future accomplishments, but puts in place a structure that positively affects all aspects of your assets. Your wealth creation journey must be structured to include, how to receive your salary, contributions to superannuation, investments, risk management and debt. Your Bottrell Agent works closely with your preferred financial outcomes, to ensure you are achieving the most tax effective solution for your current situation, and those to come.


This term refers to the act of borrowing a sum of money at a fixed interest rate which is then used to produce more money that the interest paid, basically borrowing to invest. Used for the investment of property, shares and bonds, Negative Gearing is mainly used as a strategy for tax advantages. The main point that needs to be stressed is that a tax deduction can only be claimed if there is a loss on the investment in question.

When planning and discussing Gearing in relation to your business or future business endeavours, Bottrell Wealth know the importance of borrowing sensibly, and set up a structured proposal for you to follow. Gearing can amplify investment gains though can just as easily magnify losses. It is imperative to seek advice upon these matters before jumping in, exploring your options with our Team can clear a lot of confusion and uncertainty surrounding the topic of this Tax Effective Strategy.

Bottrell Wealth assist in finding the best loan for your situation, assessing tax implications of negative gearing against your marginal tax rates and asset profile, as well as configuring your affairs to reduce the conceivable cash flow challenges that may come up along the way.

If you’re looking for a financial planning firm that can help you maximise your wealth and minimise your tax, look no further than Bottrell Wealth Newcastle. Our team of experienced professionals are dedicated to providing you with the best advice and strategies to help you achieve your financial goals. Contact us today to schedule a consultation and take the next step towards achieving your financial goals.

Contact us at @ Bottrell Wealth

45 Hunter St, Newcastle NSW 2300

P: (02) 4044 1748


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