Tax Planning 2008

Effective tax planning is becoming increasingly difficult as allowed deductions slowly get reduced or eliminated all together. We have provided a few options below that you may want to consider in the lead up to 30 June however please ensure that you talk to a Logiro Strategist before implementing anything.

Tax Benefit	Product	Summary Brochure
Interest  Deductibility. Double    deduction   created  from terms  of investment   loan.	Macquarie ReFleXions Trust 2008 Access global growth with competitive funding costs and capital protection at maturity. For investors looking to access global markets with growth potential, but who have little upfront capital to invest, Macquarie has an investment solution. The Macquarie ReFlexion Trusts provide Australian investors with exposure to a diverse range of global economies with the benefit of capital protection (at maturity) and 100% gearing.
Interest Deductibility.	Macquarie GP 100 GP100 - Australia will be an ASX listed trust which has a leveraged investment exposure to the performance of the S&P/ASX 200 Index. GP100 - Australia also offers the potential for semi annual distributions sourced from distributions and dividends paid by the securities of the 20 largest entities included in the S&P/ASX 200 Index as at 14 February 2008.
Potential for extra franking credits to  a super fund. Interest  Deductibility Great for super funds.	Westpac Self Funding Instalment Warrants Self funding instalment warrants (SFI) may be a tax effective way to increase your leverage without the strain on your cash flow as the interest is paid from the dividends on the shares. SFI's can be used in your super fund to increase your franking credits and tax deductible interest therefore providing a double benefit to the super fund.

 

The information provided above is general in nature and is not to be taken as individual advice as your personal circumstances have not been taken into consideration. Please contact a Logiro Strategist before making any decisions.