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;
  • in conjunction with your financial planner, 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.