Structuring and Asset Protection
The optimal ownership structure can play an important role in protecting and preserving wealth for its intended purpose. We take a whole of balance sheet approach to design a comprehensive investment strategy that will include some or all of the following structures; discretionary trusts, unit trusts, companies, private ancillary funds and superannuation funds.
Each individual structure will have its own tax implications, liquidity requirements and investment time horizon. It is important that any investment is considered in this context to optimise after tax investment returns and deliver the desired outcome.
We work closely with private business owners and their tax advisers to help them build and protect wealth external to their business interests.