Smarter tax structuring starts with the right strategy
Whether you’re considering a trust, debt recycling or simply want to structure more efficiently, we’ll match you with the right adviser.
Trust
Structures
Trusts can provide flexibility in income distribution, asset protection and tax efficiency when used appropriately. They’re not suitable for everyone and require proper advice.
Debt
Recycling
Debt recycling is a strategy that restructures non-deductible debt into tax-efficient investment debt over time. It must be carefully implemented to suit your goals and risk profile.
Who This May Suit
This conversation may suit you if:
• You’re earning strong income and paying significant tax
• You own property and are building assets
• You run a business
• You’re thinking long term
What Happens Next
- You tell us about your situation
- We assess which strategy, if any, fits
- We outline the next steps
We don’t recommend strategies unless they suit your broader financial plan.
INFIN 40 Under 40 Awards
Josh Lee - 40 Under 40 Awards
Australian Wealth Management Awards 2025 Finalist
Steve Sloane - Executive of the Year, Financial Advice finalist
Australian Wealth Management Awards 2025 Finalist
Josh Lee - Innovator of the Year - Financial Advice.
Australian Wealth Management Awards 2025 Finalist
Josh Lee - Adviser of the Year - SMSF
Women in Wealth Awards 2025
Shreya Chindarkar - Highly Commended Graduate of the Year
Great Place To Work Certified badge
Link Wealth - Great Place To Work Certified Apr 2025- Apr 2026
FS Power 50 Award 2025
Steve Sloane - 50 Most Influential Advisers Financial Standard
FS Power 50 Award 2025
Billy Norman - 50 Most Influential Advisers Financial Standard
FS Power 50 Award 2024
Billy Norman - 50 Most Influential Advisers Financial Standard
FS Power 50 Award 2023
Billy Norman - 50 Most Influential Advisers Financial Standard
IFA Excellence Awards Finalist 2025
Link Wealth - Financial Impact Team of the Year
IFA Excellence Awards Finalist 2025
Link Wealth - Innovator of the Year (Company)
IFA Excellence Awards Finalist 2025
Link Wealth - Marketing Program of the Year
IFA Excellence Awards Finalist 2025
Steve Sloane - Thought Leader of the Year
IFA Excellence Awards Finalist 2025
Josh Lee - SMSF Adviser of the year
IFA Excellence Awards Finalist 2025
Josh Lee - Holistic Adviser of the Year (VIC)
IFA Excellence Awards Finalist 2025
Fei Kong - Innovator of the Year (Individual)
IFA Excellence Awards Finalist 2024
Link Wealth - Business Outcome Leader of the Year
IFA Excellence Awards Winner 2024
Fei Kong - Innovator of the Year
IFA Excellence Awards Finalist 2023
Josh Lee & Billy Norman - Awarded for Best Adviser Network - Social
IFA Excellence Awards Finalist 2023
Link Wealth - Marketing Program of the Year
INFIN 40 Under 40 Awards
Josh Lee - 40 Under 40 Awards
Australian Wealth Management Awards 2025 Finalist
Steve Sloane - Executive of the Year, Financial Advice finalist
Australian Wealth Management Awards 2025 Finalist
Josh Lee - Innovator of the Year - Financial Advice.
Australian Wealth Management Awards 2025 Finalist
Josh Lee - Adviser of the Year - SMSF
