Case Study: Reducing Tax Liability for High Net Worth Individual

Client Problem
A high net worth individual client was paying high tax rates. He approached Gotsis Rubic & Barbariol to consider his circumstances and advise him on to how to reduce his tax liability. The client was not very keen to acquire shares as he felt that he would have no control over his investment in this area. He wanted to start building up his assets but in such a way that he remained in control of his investments.

Tax Effective Recommendations

Following a detailed review of our client’s circumstances, his goals and aspirations, the client decided to buy a block of land on which he could build an investment property. His build

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