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Planning for tax

Understanding the effects of tax on your investments

Tax laws are extremely complex. The tax you pay on your investments will depend on the types of investments you hold, how long you’ve held them, your marginal tax rate and, in the case of superannuation, your age. In conjunction with your tax adviser, your planner can work with you to ensure you are taking advantage of any available tax concessions and that your investments are structured in the most appropriate way.

You can book an appointment online with us to organise your complimentary, no-obligation consultation with a Commonwealth Financial Planner.


  • Important information
    Taxation considerations are general and based on present taxation laws, rulings and their interpretation as at 1/01/2011. You should seek independent professional tax advice before making any decision based on this information.

    The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

    Investment products are subject to investment risk, including the loss of income and capital invested. Past performance is no indication of future performance.