Build wealth smarter with a private investment company

Looking to grow your investments tax effectively and strategically?

Here’s a proven strategy smart investors are using. Set up a Pty Ltd investment company with a family trust as the shareholder for extra protection and flexibility.

Why it works:

• Flat 25% company tax rate on investment income
• Profits can be retained and reinvested – no forced distributions like a trust
• Fully franked dividends = tax-free income in retirement
• Easier to borrow from banks than with a trust
• Access funds anytime – via loans, buybacks or dividends
• Perfect for succession planning – companies live on beyond their directors
• Couples in retirement can receive up to $96,180 each in franked dividends tax-free

 Use it to invest in shares, property, or other assets — with long-term control, flexibility, and powerful tax savings.