Succession, Estate Planning and Asset Protection
Every day we speak to hard working business owners and property investors who have setup the wrong entity structures and legal conditions to effectively grow and scale their business, protect their assets in life and in the event of incapacitation or death, minimise their tax and improve their returns. Its often not their fault, they relied on advice from their accountant or lawyer who are unfortunately unconsciously incompetent and think a standard discretionary trust is the solution to all things!
Our Succession, Estate Planning & Asset Protection Solutions
Succession Planning
Our leading member solutions built into your company constitutions and trust and SMSF trust deeds ensures your family linage remains in control and remain the primary beneficiaries of your business and family assets in the event of litigation, your incapacitation and death.
Learn MoreEstate Planning
Litigation, incapacity, bankruptcy, death and family law provisions expose your family's wealth. We combine the most advanced succession, asset protection and tax strategies to mitigate the risks of you or your linage losing control of your family's wealth and to protect your family's wealth in life and death.
Learn MoreAdvanced Asset Protection
Accountants and lawyers have historically used standard trusts deeds to protect your assets and as a tax minimisation strategy without addressing the issues which ultimately risk your family's wealth from litigation, your incapacitation or upon your death.
Learn MoreWills, Testamentary Trusts & EPOA
Ensuring your wills, testamentary trusts and enduring power of attorney's are established and consistent with the advanced succession, asset protection and tax strategies applied is the final step to ensure maximum protection for your family's wealth upon your death. Don't rely on do it yourself wills and lawyers budget will option to protect your family wealth.
Learn MoreSMSF Specialist Estate Planners
Our leading member succession and estate planning solutions also work great inside your Self Managed Superannuation Fund environment ensuring you have the upmost control over the SMSF assets throughout your life and upon your death. Additionally, avoid the pitfalls other accountant create by using an ordinary company as opposed to a special purpose company as your SMSF trustee.
Learn MoreFamily Back Office / Advisory Board
Our expert team of accountants, tax specialists, lawyers, financial planners, finance brokers and property advisors are able to help you protect your family wealth in the most effective way while advising on your future investments and monitoring and amending your legal instruments throughout your life to maximise your family wealth protection in life and upon death.
Learn MoreThe Protector Solution
Protecting your family's assets during life and after death
Book into a online consult with one of our Succession, Estate Planning, Tax Structuring and Asset Protection experts today on the below link.
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Protect your estate with effective succession planning for your company. What happens to your Companies if you die,Your Guide To Protecting Family Wealth E-Book
Download our free E-book which provides guidance as to the risks associated with poor estate planning and asset protection structures and our solutions to protect your family's wealth
