To contact us please call
(07) 5570 2955

Share Investors

The share market despite recent times has over the long term consistently provided stock market investors with significant capital growth and income. It is vital that share investments are correctly structured and managed in order to capitalise on taxation advantages and opportunities. Aqua Gold has specialist expertise to ensure optimum use of all taxation opportunities and benefits available in respect of share and managed fund investments.

We can assist with all of the following:

  • Free initial share investor consultation
  • Preparation and lodgement of Individual, Partnership, Trust, Company & Self Managed Super Fund Income Tax Returns and Dividend, Capital Gains Tax, managed fund schedules
  • Advice regarding taxation effect of negative gearing and margin lending along with cash flow implications
  • Preparation of financial models to assess tax outcomes of various share investments. We can provide models in respect of annual forecasting as well as calculating Capital Gains Tax (CGT) implications of proposed sales
  • Maintenance of Capital Gains tax (CGT) cost base records for each share and managed fund investment incorporating ongoing cost base adjustments due to Dividend Reinvestment Plans, Share Purchase Plans, mergers, demergers, tax deferred distribution adjustments
  • Bookkeeping services to manage share and managed fund portfolio income and expense record keeping requirements
  • Investment structuring, advice on family trusts, companies and self managed superannuation funds
  • Capital Gains Tax (CGT)
  • Estate planning
  • Preparation of Family Trust, Company and Self Managed Super Fund Special Purpose Financial Accounts
  • Funding strategies, use of existing equity and assistance obtaining finance
  • Referrals to Stock Broker/Financial Planner professionals for specific investment advice and portfolio composition