STRATEGY THREE Debt Recycling Tax Planning Strategies for 2015.

Post on 03-Jan-2016

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Transcript of STRATEGY THREE Debt Recycling Tax Planning Strategies for 2015.

STRATEGY THREE

Debt Recycling

Tax PlanningStrategies for 2015

Debt Recycling

Debt Recycling – Pay off your home loan sooner, minimise “bad debt” (non tax deductible debt) and maximize your tax deductions for investments.

Tax PlanningStrategies for 2015

$500,000

Loan

How does it work . . .

New Split Loan

$10,000

New

Investment

$10,000

Tax PlanningStrategies for 2015

Your new investment could be borrowing deductible amounts for …

• Shares

• Managed Funds

• Even another rental property

Tax PlanningStrategies for 2015

In 5 or 10 years you’ve still got the same amount of debt, BUT now …

It’s ALL Tax Deductible!

Tax PlanningStrategies for 2015

More importantly you will have a far greater amount in other invested assets.

That goes a long way towards reducing your “Freedom Gap”, and helping you achieve a Better Financial Future by making smart decisions now!

Tax PlanningStrategies for 2015

Do you have a home or investment property loan?

Then contact us TODAY on (03) 9583 0550 and we’ll give you a

FREE LOAN REPORT and comparison and get you on

your way to improving your wealth in a large way!

Tax PlanningStrategies for 2015