TAE Private Wealth - Tas

Our Team at TAE Private Wealth - Tas is on the lookout for people to join our expanding business.

We are after:
- Associate Adviser. This would suit someone who has completed a Bachelor of Finance, Economics or related field. The role is to assist senior advisers in developing client strategies and provide research support. This role would suit a Uni Student or graduate who is looking at getting into the job market and expanding/challenging themselves. Can be flexible work arrangements, including part time to suit Uni commitments
https://www.seek.com.au/job/83218838?tracking=SHR-WEB-SharedJob-anz-1

- Client Services Manager. We are looking for someone to manage our client services team and workflow through our Launceston, Devonport and Hobart bases.
https://www.seek.com.au/job/83217833?tracking=SHR-WEB-SharedJob-anz-1

Feel free to contact us for additional information.

Associate Adviser Job in Hobart TAS - SEEK This role is perfect for those wanting to become a Financial Adviser or career Paraplanner

We're looking for a highly skilled Client Services Manager 🤞🎉 to oversee client relationships, develop strategic partnerships, and ensure outstanding service delivery.

Follow the link to apply

www.seek.com.au

Looking to sell your business but not ready to pay capital gains tax? With Roll-over Relief, you can defer the tax by reinvesting in another similar business asset! 🔄

This concession helps you keep your cash flow strong by deferring tax payments. Contact us to see how it could work for you!

A picture from the harbour at Hobart.

Ready to retire and sell your small business? The CGT Retirement Exemption could exempt up to $500k of your capital gain from tax! 🎉

This exemption is a great way to boost your retirement savings while minimizing taxes. Let’s help you take advantage of it.

A rainy evening in Launceston.

Did you know you could reduce your capital gain by *50%* when selling business assets? The 50% Active Asset Reduction is a powerful concession for small business owners! 🚀

This concession can drastically lower your tax bill! Get in touch to find out if you’re eligible.

The beautiful Lilydale Falls, captured by our client services team member Sophie Clarke.

Small business owners: Have you owned your business for 15 years or more? If so, you could be eligible for the 15-Year CGT Exemption – potentially eliminating your capital gains tax! 💼

Want to see if you qualify? Contact us to discuss your unique situation!