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Frequently Asked Questions .

“Frequently Asked Questions”

1. General

Q1:
Why would I come to Wealth Safe?



Q2:Can you do my Tax Return?



Q3:Do you and your staff implement the strategies in your own lives?

 

2. Accounting

Q4:What makes Wealth Safe unique?


Q5:Can you do my Tax Return?


Q6:Can you do my Bookkeeping?

 

3. Structuring (Companies and Trusts)

Q7:Do I need to be structured in my trading/investing/business activities? Why?

Q8:But what if I’m single? I’ve heard that family trusts don’t save much tax in that situation …

Q9:But what about me? I hardly have any money! I’ll just wait until later on …

Q10:What if I am already trading/investing/doing business?

Q11:What about me? I am in business. Can Wealth Safe help me?

Q12:But I already have an accountant! Surely they’ll sort all this out for me!

Q13:So Why should I use Wealth Safe?

Q14:Final Comments

 

1. General

Q1.Why would I come to Wealth Safe?

Because if you are in any of the following categories of clients, we at Wealth Safe have a unique understanding of your needs:

traders in stocks, options, CFDs, forex, futures, whether in Australia or overseas

 property investors (whether buying and holding, developing, wrapping, lease options)

 share investor

 business owners at a small to medium level

 internet marketers

 

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Q2.Can you do my Tax Return?

We sure can! Just click Here for one of our accounting packages.

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Q3.Do you and your staff implement the strategies in your own lives?

We sure do. We trade options, buy property in the US, do internet marketing, and other joint venturing, as well as looking for smart investment opportunities.

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2. Accounting

Q4.What makes Wealth Safe unique?

As said above, we have a unique understanding of a wide range of clients who the average accountant does not understand. For example:

   traders in stocks, options, CFDs, forex, futures, whether in Australia or overseas

   property investors (whether buying and holding, developing, wrapping, lease options)

   share investor

   business owners at a small to medium level

   internet marketers

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Q5.Can you do my Tax Return?

Absolutely!

We can do personal returns, superannuation fund returns, company returns and trust returns.

Just contact us for our accounting package to find out how you can claim more expenses than you could ever imagine, and for a cost estimate.

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Q6.Can you do my Bookkeeping?

Absolutely!

Having good accounts and records is essential to keep an eye on your cashflow and expenses.

Just contact us and talk to one of our bookkeepers to find out how we can help you.

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3. Structuring (Companies and Trusts)

Q7.Do I need to be structured in my trading/investing/business activities? Why?

Yes, absolutely!

Let me put it to you simply. If I asked you if you would like $15,000 extra in your pocket by 30 June next year, would you say YES?

How would it feel for you to have an extra $15,000 in your pocket? What kind of things can you do? Maybe you can go on that holiday with the family that you have been promising them for years? Buy that new car that you once could never afford?

It is like you feel the aching pain in your heart that every year you never seem to have enough to do the things that you want to do? Like how your partner keeps snapping at you because you keep saying “you can’t afford it” when asked to do something?

That extra $15,000 in your pocket could make all the difference …

At his seminars, Warren Black shows an example for an average family who, by investing and trading shares/options through a family trust, rather than their own name, can save nearly $15,000 in tax EACH YEAR simply by having a family trust, and knowing how to properly use it. And in that example, rather than paying $40,000 or so, they pay only $25,000 by using the trust!

Can you really afford to wait another day?

Click Here to qualify for a free consultation and get your structure up and running.

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Q8.But what if I’m single? I’ve heard that family trusts don’t save much tax in that situation …

Not necessarily true. You can distribute to bucket companies, charities, parents, or do other things that you otherwise could not do.

But in any event, even if you save little tax, you have to ask yourself how important is it to you to keep the money that you make, as a family trust is one of the best ways to protect your assets.

You ultimately have to ask yourself – how would you feel if everything you had worked hard for was lost tomorrow? How would you feel if you knew you had lost everything solely because you had tried to save money today by owning your assets in your own name, when a few thousand dollars could have given you secure and watertight protection to ensure that no-one, and I mean no-one, could ever touch your assets?

Imagine the sinking feeling in your gut as you pulled your children out of their school, away from their friends, knowing you can no longer afford to meet the repayments. Or the awful feeling you get when you know you are about to lose everything because somebody sued you, or a government department chased you down, when you could have so easily avoided it.

It isn’t worth living in regret.

Keep in mind also that you probably won’t be single forever (not unless you have taken a vow of celibacy like a catholic priest!)

Can you really afford to wait another day?

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Q9.But what about me? I hardly have any money! I’ll just wait until later on …

That is the worst thing you can do. Seriously.

Let us give you a real life example.

We had a client come and see us. He and his wife had $2 million of assets. He had worked hard all his life as an investment advisor. One day, he made an error of judgment in advising a client. Just one. However the consequences may be disastrous. He may not be covered by his professional indemnity insurance because he didn’t follow the strict conditions of his policy as he recommended an overseas investment that was not on the insurer’s approved list of investments for a financial planner. If he is sued, most of his assets are exposed because they are in his own name. Even his wife’s assets are at risk because she was a director in his company until recently.

Suddenly his hard earned wealth is not as secure as it was before …

At Wealth Safe, we have personally dealt with many clients who have done just that. They start trading or buying assets in their own name. But once they make their first million (or thereabouts), they realise they are paying far too much tax. They realise their assets are vulnerable and come to see us to reduce their tax and protect their assets from lawsuits.

By then, it is either too late. Or it costs extensive time and money to fix everything up.

So ensure you invest the time and efforts to discuss your circumstances with the Wealth Safe team before you trade, invest or do business. Get it right the first time.

And save yourself some money in the long run!

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Q10.What if I am already trading/investing/doing business?

Don’t worry, we can still help you. There are still ways for us to reduce your tax or protect your assets. In fact, the sooner the better, because from the day you start your new structures, you have up to 5 years before it becomes fully effective. Get the time clock ticking now!

It is always better, however, to do it right the first time. It costs more money and takes time to bring the new structure into operation in its full effectiveness.

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Q11.What about me? I am in business. Can Wealth Safe help me?

Yes, Yes and YES!!! You MUST come and see us!

Why?

We set up your business to minimise your tax. We set up special trusts, including asset trusts under licence arrangements, and other wonderful techniques to keep your personal assets secure and watertight while keeping your donations to the government to a minimum.

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Q12.But I already have an accountant! Surely they’ll sort all this out for me!

If you have a top accountant, we are not interested in breaking up a happy marriage. (Although that said, as specialists, we often give second opinions for accountants. Some accountants recognise that as doctors need neurologists and other specialists, accountants need specialists when it comes to high level tax planning, business structuring and asset protection.)

However it is our experience that most accountants work for the ATO, and not their clients.

Sad but true.

At Wealth Safe, we work for our clients, not the ATO. Don’t get me wrong, we acknowledge our obligations to the ATO, and make sure we stay within the law. However, first and foremost, we are here to work for our clients and get them amazing results, not keep the ATO happy.

We are not telling you to go and sack your accountant! Quite the contrary. Your accountant is a vital part of your wealth creation process.

And if your accountant is not moving with your new mindset, and wealth creation strategies, then our accountants would love to work with you, grow with you and help you realise your dreams.

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Q13.So Why should I use Wealth Safe?

There are many reasons.

We work for you, not for the ATO.

You get our unique guarantee that we will not charge more than we can add value to you.

We provide you with our exclusive one of a kind ebook on how to slash your tax and protect your assets 100% legally.

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Q14.Final Comments

As Robert Kiyosaki says, the rich don’t just know how to make money. They know how to market. They know the tax law and laws governing their business. And they know how to protect their assets and keep their tax to a minimum.

Are you going to be one of these privileged?

Remember: just like there is a science of getting rich, there is also a science of how keep your Wealth Safe. We look forward to working with you!

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