The relevant time to seek advice is prior to purchasing assets. in particular we discuss the use of the following structures which can provide varying levels of shelter:

  • The use of a discretionary family trust (tax planning and asset protection)

  • Self-managed superannuation funds

We also assist clients with gaining a better understanding their current level of protection, to then advise of any restructure where appropriate. Considerations that govern our decisions:

  • Tax costs of transferring assets 

  • Stamp duty (if any) 

  • Control of assets 

  • Accessibility of funds; and 

  • Ongoing tax obligations

 

Argurion Finance Group Pty Ltd  (ABN 70 115 065 855)

Australian Financial Services License and Australian Credit Licence 380023

 

Argurion Accounting Group Pty Ltd
ABN 76 126 519 293

DISCLAIMER

The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

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