Effective Planning

We can talk to you about your specific circumstances and advise on strategies to protect wealth and minimise tax. This includes discussing:

  • asset protection – the best vehicle to hold family wealth and efficient structuring for businesses;
  • estate/succession planning – this broadens the asset protection picture to include the tax efficient transfer of wealth on retirement or death;
  • capital gains tax matters such as the sale of a business or an investment property;
  • retirement planning and superannuation (contribution and withdrawal) strategies.

Such advice is generally best given prior to any transaction, so you should seek advice at the earliest opportunity.