Hudson Financial Planning

  Founded in 1992,   Hudson Financial Planning Brisbane   has grown into one of Brisbane’s most respected boutique financial advisory firms. Located at 22 Mayneview Street, Milton, Queensland, the firm has spent over three decades helping individuals, families, and businesses make informed financial decisions with clarity, integrity, and a long‑term perspective. Who We Are Hudson Financial Planning is an independent financial services firm committed to putting clients first. Because we aren’t tied to any product provider or super fund, we have the flexibility to recommend solutions from across the entire market. Our license status allows objectivity in advice, meaning your goals—not any third‑party incentives—are our highest priority. What We Offer We provide a comprehensive suite of financial services designed to cover all stages of life, including: Wealth creation & investment strategy  – helping clients build portfolios aligned with their risk p...

  What is an Unrealised Gain? An  unrealised gains tax australia  is the increase in value of an asset you own that you haven’t yet sold. For example, if you purchase a property or shares for $100,000 and its market value rises to $150,000—but you haven’t sold it—the extra $50,000 is an unrealised gain. Under the current rules in Australia, capital gains tax (CGT) only applies when the gain is realised—i.e., when you sell the asset. Proposed Changes: Introducing Tax on Unrealised Gains Australia is considering significant changes to this system via proposals such as the  Treasury Laws Amendment (Better Targeted Superannuation Concessions) Bill 2023 , often referred to in public debate. One of the core changes under this proposed bill is taxing unrealised capital gains on superannuation balances exceeding  $3 million , effectively applying tax annually to increases in value even if the asset hasn’t been sold. Under this proposal: Superannuation balances above $3 ...

  In today’s ever-evolving tax landscape, crafting   tax effective investment strategies   is more than a numbers game—it’s about aligning financial structure with long-term goals and values. This is precisely what Hudson Financial Partners emphasizes in its 2025 guide. Why Tax Effective Investment Strategies Matter Tax planning isn't just a technical exercise—it’s deeply personal. Hudson views tax-effective investment strategies as structural tools that support life stages and aspirations, not one-size-fits-all solutions. Key Tools in Tax Effective Investment Strategies Bucket Companies A bucket company operates alongside a discretionary trust to channel income to a corporate beneficiary, taxed at the favorable corporate rate of around 25–30%, rather than at higher individual rates. This makes it ideal for reinvestment and wealth growth. Investment Bonds Investment bonds are long-term vehicles that bring significant tax advantages. Earnings grow within the bond and are t...