As Benjamin Franklin once famously said, taxes are one of the few certainties in life. But fortunately, there are ways we can help. We can offer assistance by thoroughly considering the taxes you may incur throughout your lifetime, and devising strategies to optimize your tax situation. By doing so, we can prevent you from paying more tax than you have to, and save you thousands of dollars in the long run.

The tax optimisation process typically involves a thorough review of your financial situation, including your income, expenses, investments, and assets. We then look at appropriate strategies that may be suitable for your indvidual circumstances, such as tax-effective investment structures, salary sacrifice and super contributions. These strategies are designed to minimise your tax liability and maximise your after-tax income.

Tax laws and regulations in Australia are complex and subject to frequent changes, it is essential to work with a financial advisor who is knowledgeable and experienced in taxation matters.

Ajey Malik is a Qualified Tax Relevant Provider (QTRP) and can provide tax (financial) advice which permits him to provide advice on the tax consequences of the financial advice he provides. Ajey Malik is not licenced to provide a tax agent service, therefore some of our recommendations are made subject to the concurring advice from a registered Tax Agent. Only a Tax Agent can, on behalf of another party, prepare a tax return, lodge an objection about a tax matter with the ATO or deal with the ATO on your behalf. If you require this type of service, we can arrange this for you, under your instruction.