Taxation and Structuring Advice
Is your financial structure built to withstand challenges?
Our taxation and structuring service is designed to provide your wealth with a robust and enduring foundation so you have complete peace of mind.
What is Taxation and Structuring Advice?
Taxation structuring is the foundation of effective wealth management, ensuring every financial decision is deliberate and impactful.
At Omura, we develop financial strategies that integrate tax efficiency with asset protection, aligning your investments, business interests and financial goals. Our approach is thoughtful, measured and focused on delivering meaningful results, providing you with control, clarity and confidence in every aspect of your financial journey.
Schedule a discovery callOur Financial
Modelling and Cashflow
Management Work
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Cash Movements
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Our Taxation and Structuring Advisory Work in Action
Our Retirement Planning Work in Action
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Our Superannuation Work in Action
Making the Most of Your Superannuation
Many Australians view superannuation as a passive savings account, expecting it to grow on its own over time. However, this is quite passive and can potentially slow down the growth of your super nest egg. The truth is, without the right financial guidance, there can be so many missed opportunities to use strategic approaches that can significantly grow your retirement wealth. Let’s chat.
Book an initial callOmura’s Superannuation Strategies for a Stronger Future
While our superannuation financial advisory services are bespoke and tailored to each person, our overall approach to superannuation advice includes:
Our Comprehensive Approach to Superannuation Advice
Selecting a super fund that aligns with your long-term financial goals
Implementing tax strategies to optimise your retirement savings
Adjusting risk exposure to match your life stage and retirement plans
Selecting a super fund that aligns with your long-term financial goals
Exploring investment options and superannuation structures, including wrap accounts, SMSFs, master trusts and industry funds for greater flexibility and growth
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Making the Most of Your Insurance
Many Australians overlook insurance, becoming complacent.
However, it’s just as important a part of your financial plan as investment and portfolio planning. We don’t sell insurance. However, we help you determine the right level of coverage, structure it tax-effectively and ensure it adapts as your financial situation evolves.
Book an initial callOmura’s approach minimises tax burdens, maximises growth and keeps your financial future secure.
While our taxation and structural financial advisory services are bespoke and tailored to each person, our overall approach to financial advice includes.
Adaptive Tax Solutions
Proactive tax advice that adapts to your evolving financial requirements, goals and circumstances.
Strategic Wealth Structuring
Expert wealth structuring that enhances efficiency and supports sustainable growth for full peace of mind.
Meticulous Financial Management
Seamless management of complex financial matters handled with meticulous attention to detail.
My husband died at age 37. Here’s how I survived financially
For Lisa Chew and the families of the 20,000 people who die every year in Australia aged between 20 and 60, there are few consolations.
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We stay ahead of all tax regulations, refine your structure and protect your wealth every step of the way.
Transform your Tax Strategy. Protect your well-being.
Taxation structuring is the foundation of effective wealth management, ensuring every financial decision is deliberate and impactful.
Money, Well-being and
the Role of Financial Advice
the Role of Financial Advice
Health and Well-being Benefits from
Strong Financial Literacy
Strong Financial Literacy
What Clients Say About Our Taxation And Structuring Advice Service
Omura helps you take control of your financial future with expert guidance and smart wealth management.
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From the moment Terry rescued me from the clutches of 'evil doers' posing as SMSF experts, I have found him to be everything one could want in an investment adviser: he is calm, he inspires confidence and he knows how to make things happen. What started out with a face-to-face dialogue, has been enhanced by regular video chats and I am feeling quietly confident about the next — and final — decade of my working life. I am not sure whether he is prone to wearing a cape and tights but I would gladly recommend Terry Vogiatzis, and his company Omura Wealth Advisers, to be your superhero in the investment field as well.
After researching 5 advisors, majority of them had a "robotic" systems where you had to book into their calendar and pay an exuberant fee for a 1 hour initial consult before you could speak with them to see if they had any past experience with your financial / life circumstances.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
David McGovern
The right financial structure has the potential to grow your wealth significantly.
The way you approach tax management and wealth structuring today can profoundly shape your financial future.market brings.
The right strategy helps you balance risk, identify opportunities and stay on track toward your financial goals, no matter what the At Omura, we ensure your wealth is managed with intelligence and foresight, through strategic taxation and structured financial planning for long-term success.
Schedule a consultation