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Asset Protection

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

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