TAE Private Wealth - Tas

08/04/2025

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.

This role is perfect for those wanting to become a Financial Adviser or career Paraplanner

11/12/2024

30/09/2024

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

27/09/2024

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!

27/09/2024

A picture from the harbour at Hobart.

26/09/2024

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.

26/09/2024

A rainy evening in Launceston.

25/09/2024

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.

25/09/2024

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

24/09/2024

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!

24/09/2024

Another image from our recent trip to Cairns captured by our practice manager Jess Cowan on her early morning run.

23/09/2024

Are you a small business owner planning to sell your business? 🏢💼 Don’t let capital gains tax eat into your profits! Small Business Capital Gains Tax (CGT) Concessions can significantly reduce or even eliminate your tax liabilities when selling business assets.

This week we will be focusing on 4 concessions small business owners may be entitled to. Don’t leave money on the table. 💸Tune in to understand how these concessions could apply to your unique situation and get the best possible outcome from the sale of your business.