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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:

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

• Self-managed superannuation funds

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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:

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• Tax costs of transferring assets 

• Stamp duty (if any) 

• Control of assets 

• Accessibility of funds; and 

• Ongoing tax obligations

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