If you own assets and want to protect them, are they owned in the most tax effective manner?
Do you know the different ways you can hold your assets? If they are all lumped in your name or your spouse’s name, you may be paying more tax than you are legally required to pay and you risk losing everything if either of you is sued.
In an increasingly litigious society, you are more at risk of being sued than ever before and should take care.
We do not offer a “one size fits all” service. Before we provide you with our recommendations, we conduct a comprehensive review of your assets and discuss your plans for the future so our advice is specific to your requirements. We work with you, your accountant and financial adviser to maximise the benefits for you and your family.
For further information, or to make an appointment with one of our business solutions experts, please telephone (07) 4616 9898 or email us.
