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There are days when we feel the pennies pinching, yet we are wealthier today than we have ever been.  But of course, our affairs are far more complex than they used to be. Whether you are just starting out or are well established, if you wish to protect your interests and build a nest egg, it makes sense to take the time to consider your asset structures, including your business ownership structures, otherwise you may be missing opportunities to minimise tax, protect your assets and carefully plan your business sucession.

Australians love Family and Testamentary Trusts and for good reason, they are  important vehicles in protecting your hard earned wealth, while allowing for flexibility in managing and distributing your wealth. 

Australia's Superannuation system is one of the most successful in the world.  But for many it is a confusing jumble of legislation and red tape. We have the skills and expertise to help you navigate the superannuation environment, the applicable rules and give effect to your wishes on your death in distributing your superannuation benefits.

We work closely with you and your financial adviser and/or accountant to assist with your succession strategies.

We can assist you with:

  • Trusts - family, unit, testamentary
  • Superannuation - self managed  and retail funds
  • Limited recourse borrowing arrangements
  • Deeds of Family Arrangement
  • Business succession plans
  • Buy/sell agreements

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