William & Julene Stainsby
Business Owners – Ideal Packaging Services Pty Ltd

Pre Highview:

• Skilled wage earners
• Low Assets
• No Savings

• Encouragement to start own business including Negative Gearing
• Transition to retirement
• Tax planning strategies

Today:

• High assets
• High savings incl super
• Increased business value
• Low taxes due to transition to retirement

Shane Tuck
27 Year old Professional Footballer

Pre Highview:

• High income
• High taxes
• Low assets

• Tax planning strategies
• Future goals monitored in conjunction with Highview quarterly
• Investment & wealth planning including Negative Gearing
• Estate planning strategies

Today:

• Superannuation growth strategy in place
• Assets protected
• General wealth accumulation strategy in place
• Continual tax planning and risk management analysis
• Bright future
• High assets

Shpendim Huseinovski
Property Investor

Pre Highview:

• Property development aspirations
• Insufficient net wealth accumulated
• Had goals but no plan how to get there

• Business restructured to maximise tax position and enhance asset protection mechanisms
• Self managed superannuation established and investment strategies implemented
• Tax planning strategies

Today:

• Future goals monitored in conjunction with Highview quarterly
• Continual tax planning and structuring advice
• Superannuation growth strategy in place
• Assets protected
• Business exit strategy in place