One of the things that I strive for being a business owner, is to maximise the value I get from my business, whilst minimising my tax position. I must say that the guys at WMS have certainly helped me achieve this balance and I am very happy with my value; and as happy as one can be with my tax.
The downside of this strategy however, quickly becomes apparent when one applies for finance; that is when I have found Jason Stammer and his team, the perfect complement to Stephen Holmes and his very effective tax planning.
Jason has assisted me in purchasing an investment property in Brisbane, refinancing a commercial property through my superfund, financing for a new business venture as well as buying new vehicles for my company. He has done all of this at very competitive rates, he has incorporated tax strategies and he has required minimal input and very little time investment from myself. Most importantly however, he has enabled me to increase my wealth and my investments within the constraints of my tax planning, which in itself is quite an achievement. (Which in itself is no mean feat..)
I will certainly be using Jason for all of my future acquisitions, and I would recommend him unreservedly to persons in similar circumstances to myself.