Free CGT Assessment | TMS Financial

Are you thinking of selling your business or property? Are you worry about Capital Gains Tax implications and want to know how to reduce it? For an obligation free review on how our capital gains tax structure can help secure your future, before you sell, we have a couple of questions for you.

Entity Name *

Operated Under *

Cost Base / Purchase Price *

Date of Purchased *

Estimated Sale Price *

Estimated Date of Sale *

Capital Losses *

(e.g. ASX shares at a loss)

Asset being sold is active *

Yes
No

An asset is an active asset if it has been used while carrying on a business by the owner, an affiliate or an entity connected to the owner. If you are selling the entire business the answer should be yes.

Asset owned by business continuously for at least 15 years, just before the sale *

Yes
No

Net Worth of Owner *

The net worth includes personal assets or assets held in associated companies or trusts

Aggregate turnover of the business and connected entities *

Does the business have any significant individual(s) *

Yes
No

If a trust: Is there an individual with a direct or indirect interest in the trust of at least 20% of income AND capital distributions? If a company: Is there an individual with direct or indirect interest in the company of at least 20% voting power, and income and capital distributions?

Name *

First

Last

Email *

Phone Number *

After receiving your completed questionnaire, we will provide you with an initial report of advice for you to review and discuss with us, obligation free!

Free Capital Gain Tax Assessment