Looking for Investment Options other than Shares?? 

We are an accredited financial advisor for several financial institutions that could find an investment options that suit your personal circumstances & investment preferences.

We are able to provide you more information and invest on the products listed below:

Tax Effective* Investment

Paying too much tax??
Below are some tax effective* investments that could legally reduce or defer your total tax paid:

Investment Growth Bond 

  • An insurance bond that combines the benefits of a managed fund with the security and tax benefits of a life insurance policy 
  • Investment earnings do not have to be declared in your tax return unless you make a withdrawal within the first 10 years 

Structured Investment Products 

  • Structured product, also known as a market linked investment, is generally a pre-packaged investment strategy based on derivatives, such as a basket of securities, indices and/or commodities
  • Some of them offer 100% tax deductions* upfront that will effectively get you more tax refund
  • Some of them also offer 100% Capital Protected* which means your investment are protected

Investment Property 

  • Heard of Negative Gearing???
  • You can use the losses in your investment property to offset your employment or other income
  • Result: You can get more Tax Refund* at year end!! 

National Rental Affordability Scheme

  • The National Rental Affordability Scheme (NRAS) is a long term commitment by the Australian Government to investors prepared to build affordable rental housing.
  • NRAS offers a substantial annual tax-free incentive currently $9,140 per dwelling, and is indexed each year to the rental component of the CPI.
  • Must agree to rent approved dwellings at 20 per cent or more below current market rates, to low and moderate income households
  • Compared with a conventional residential investment property, in certain markets the NRAS Incentive can provide a better cash return to investors than the receipt of full market rent.
  • In addition, investors are able to apply property expenses and non-cash deductions and allowances against a lower assessable rental income, increasing the negative gearing benefit.

100% Capital Protected* Investment

Looking for Exposure to Stock Market but Worry on the Potential Losses??
  • Capital Protected investment will ensure that the fund you invested is protected*
  • This means that you do not have to worry about any investment losses if the Stock Market perform badly
  • Enjoy Upside Potential of Stock Market with no risk on your money invested*

Earning Regular Income but No Savings to Invest??
  • We have investment products that can provide you 100%* finance on your investment - No initial capital required from you
  • You will only require to pay the interest on the financing which is fully Tax Deductible* - Can get back Tax Refund Year End
  • Some such investments offer 100% Capital Protection* 
  • Enjoy Upside Potential of Stock Market with no risk on your money invested*


Contact us now to find out more

*Subject to individual circumstances, terms & conditions of the investments. 

Please note that all investments are subject to Key Risks stated in relevant PDS

Financial Services are provided in association with Enhance Tax Partners who is an authorized representative of Lifespan Financial Planning Pty Ltd, ABN 23 065 921 735. Australian Financial Services Licence No 229892