Tax planning blind spots that cost investors thousands (with Kathryn Creasy) Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

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The Purposeful Investor

Tax planning blind spots that cost investors thousands (with Kathryn Creasy)

July 07, 2025 • Season 2

Aden sits down with Kathryn Creasy, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits.

Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.

Download our tax planning whitepaper.

1:26–5:04 - What tax planning means and why it matters
5:04–11:00 – Superannuation strategies and contribution tips
11:00–15:33 – Structuring investment assets
15:33–21:17 – How family trusts and bucket companies work
21:17–26:50 – Key trigger points for tax planning
26:50–34:09 – Why business owners need to plan proactively

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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