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 Bill Tonkin
Business Principal
A notable success: A client with substantial business and real estate assets benefited significantly from the tax-effective strategy I devised. The decisive steps were moving the client’s highly leveraged real estate into a superannuation fund and drawing tax-free pension income, which made the property debt less onerous. This funded the client’s current needs and achieved long-term financial goals.
How I help my clients: Helping clients run their businesses better and achieve their wealth targets are my central goals. I do that by meeting them regularly at their businesses to discuss issues, advise them and keep their financial strategy on track. As a partner of Forsythes, I help run a large business. This gives me insights that I use to assist clients to meet and overcome challenges in their businesses.
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