Business owner or company director
You have a trading company, trust or group of entities and want to protect your personal assets while still operating in a commercially sensible way.
Estate planning & asset protection
Once you have built some wealth, the question becomes how to protect it and pass it on cleanly. We work alongside your solicitor and adviser to make sure the tax and structuring side is properly thought through.
Is this you?
Family with growing assets
You own your home, investments and possibly rental properties or an SMSF, and want to avoid unnecessary tax and complications when wealth is passed on.
Reviewing wills and structures
You are updating your will or enduring powers of attorney and want to make sure your tax and entity structures line up with what the legal documents say.
How we support estate planning and asset protection
Map your current position
We start by mapping out what you own and how you own it:
- Companies, trusts and SMSFs
- Personally held assets such as homes and investment properties
- Loans and guarantees that may affect risk
Tax-aware structuring input
Working with your solicitor, we provide input on:
- How different structures are taxed in practice
- Where income should ideally land in the family group
- How to reduce avoidable tax leakage on death or exit events
Cleaner administration for your family
Good planning is not just about tax – it is also about making things workable:
- Organised records and entity diagrams for your executors
- Making sure key people know where to find what they need
- Clarifying what should happen with business interests and properties
How we work with you and your advisers
1. Discovery and mapping
We gather details of your structures, assets and family situation, and prepare a clear picture of how everything fits together now.
2. Adviser collaboration
We liaise with your solicitor and, where relevant, financial adviser to align the tax and structuring advice with your legal documents and investment strategy.
3. Implementation and review
Once changes are made, we help with any tax and record-keeping steps required, and revisit things periodically as your circumstances change.