Securing Your Assets

As we live in a complicated world there are a number of things that need to be considered in relation to securing your assets including taxation, ownership issues and estate planning. Failure to address these adequately can seriously impair your program and/or result in an unintended party directing what happens to your assets.


Maximising after tax results will enhance the pace at which you build wealth. Conversely minimising tax payable on the sale or transfer of your assets following disablement or death will preserve the ongoing value of what you have created.

Regardless of where you are at in life’s journey, now is the time to assess not only where you are at but also where you could be to:

  • secure your assets from the unnecessary or premature payment of tax on the investment earnings and capital gains; and
  • ensure you gain the full benefits of tax deductible expenses, franking credits, depreciation and other property related allowances or CGT concessions.

Ownership Structures

Litigation, divorce and bankruptcy are now common facts of life that can substantially affect the security of your assets.

Assets owned personally or in a partnership between individuals are fully exposed to these circumstances, while other legal structures offer particular benefits, including perpetual ownership regardless of your personal circumstances.

Ownership decisions need a detailed understanding of the varying treatments tax and other laws apply to assets whether they are held personally or in controlled entities such as partnerships, trusts, companies or superannuation funds.

Business Succession Plans

Nobody likes to think about it, but it’s inevitable that one day they will leave their business.

Whether they decide to sell up, retire, die or have to leave due to health reasons, it’s important that business owners plan for that day. A succession, or exit plan outlines who will take over the business when an owner leaves.

A good succession plan enables a smooth transition with less likelihood of disruption to operations. By planning an exit well in advance business owners can maximise the value of their business and enable it to meet future needs.

This occurs because the parties are able to put on the hats of both the purchaser or the vendor and think about the issues from their perspective in reaching mutually acceptable terms.

Estate Plans

With an aging population and changing dynamics in family life, proper estate planning is essential to ensure your wishes are met while taking into account your specific circumstances and needs or those of potential beneficiaries.

An effective estate plan allows you to plan in your lifetime and while you are of sound health how your hard earned assets are to be dealt with in the event of your incapacity or death rather than to whom the government directs.

The importance of assets being protected and applied for the benefit of, or distributed to the right beneficiaries has become essential for every individual and their family.

No one knows what tomorrow will bring. However, by understanding your unique needs we can help secure your assets for the future.

We can help you with:

  • Personal and business asset ownership strategies
  • Estate and succession planning
  • Tax planning
  • Business & Investment structures
  • Financial Education and Planning

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