Back9 Capital Management Pty Limited

Make the most of your hard work - enjoy your money, protect your assets and live the life you have always wanted! Asset management, growth and continued wealth protection requires careful and informed management - not risk. It takes a personal hands-on approach and guidance from committed wealth management professionals with years of practical experience. Welcome to Back9 Your personal and financial situation is unique. That's why it makes sense to obtain independent and tailored professional advice specific to your circumstances, rather than the sale of mere products offered by so many. Back9 can help you maintain, grow and protect your wealth. If you would like to see what a difference personal professional service can make to your unique circumstances, call us. We can help with: Corporate and personal structures A little work now can provide dividends in the future. We can assist with appropriate structures to maintain and protect your wealth, including: Efficient tax planning Financial structure review and updating Asset creation, accumulation and protection. Transition to retirement Retirement is easier and more relaxing when the right structures are in place. Our experience can suggest the right strategies for your situation, including: Exit strategies for business owners Maximising after-tax income for super and non-super investments Captial gains tax strategies. Superannuation Careful planning and developing correct structures can ensure a peaceful retirement, living the life you want. Whether you want to 'set and forget' or take active involvement, our hands-on approach is very much about your individual needs. We provide: Independent investment advice providing individual assessment not product recommendations Administration and reporting services Portfolio management based on desired pension outcomes. Estate planning With appropriate estate planning, you can protect your accumulated wealth for your intended beneficiaries, minimise tax and reduce potential probate issues and Family Provision claims. We can assist with: Wills incorporating testamentary trusts providing protection for "at risk" or disabled beneficiaries Family discretionary trusts Insurance proceeds Estate planning documents including: Wills, Powers of Attorney, Appointment of Enduring Guardians, superannuation fund death benefit nominations Advice for US citizens living in Australia and Australians with US assets. About The complex made clear. Your asset base protected, maintained and built upon. Financial strategies cannot be a template approach. After all, we're each different with differing levels of wealth, unique personal circumstances, and in this global world, there are cross-border issues to contend with. Yet so much mainstream financial guidance is template driven. Back9 Capital Management Pty Ltd was born out of the need to offer high net worth individuals a bespoke service. A service where top tier professionals tailor strategies to the individual circumstances of their clients. You've achieved an asset base that needs protecting. You want to build on your success and maintain your assets for future generations. Back9 can help. Our principals understand structures, regulatory requirements and the advantages that can be delivered by personal service. We offer a service based on quality rather than quantity, and as such take on few clients. Thus ensuring your access to top-flight advice when you need it. Are you a...? high net worth individual or family group professional or senior executive business owner sophisticated individual or corporate investor charity We are skilled in providing: strategies to maximise your wealth structures to protect your assets funds management professional advice for foreign nationals (particularly US citizens) resident in Australia We can: advise on business exit strategies provide wealth management services develop specialised diversified portfolios selected to meet client's individual needs provide reporting and administration services for SMSFs Back9 is independently owned and controlled by David Laanemaa and Dennis Fox. Back9 Capital Management Pty Limited received its Australian Financial Services Licence (No. 306986) in November 2006.

Address: Level 1, 56 Willoughby Road, CROWS NEST, NSW, 2065 Australia

Phone: +61 2 9439 7458
FAX: +61 2 9439 6127