Do you need a tax planner or financial planner?
In the third article of a series helping Australians improve their financial position, experienced tax planner Matt Heron differentiates between tax planning and financial planning and the time and place for each.
Maximisation of your financial position and prospects can benefit from expert financial advice, but knowing where to turn for that advice is crucial. (Image source: Shutterstock.com)
For property investors, the temptation is often to jump straight into long-term financial strategies. But when a major decision is on the table — buying, selling, refinancing, or even restructuring — the most immediate and impactful advice usually comes from tax planning.
Poor structuring, incorrect timing, or overlooking deductible elements can quietly erode an investor’s returns.
These are not theoretical issues — they’re real cash flow conse…
