Corporate Structuring & Investment Planning

Corporate Structuring & Investment Planning

When making an investment or operating a business, careful consideration must always be given as to what structure you will operate out of.

Not only will the right structure provide protection for you, your family and your assets but it will provide much needed flexibility, potentially saving you thousands of dollars in extra tax and adapting to any twists and turns along the way.

There are many structures such as Companies, Discretionary Trusts, Unit Trusts, Partnerships etc and each one has its own unique characteristics that make it appropriate for differing scenarios and transactions.

There is no one size fits all approach and specialist advice should always be sought.

We can help you find the right solution not just for tax purposes but for the future of your business/investment, regardless of whether you are:

  • Establishing a new structure
  • Restructuring
  • Taking on Investors
  • Capital raising or corporate actions

Ensure that the wealth you have acquired along the way is given a certain degree of protection. Don’t lose what you’ve worked so hard for! Speak to one of our advisors and ensure your business and personal affairs are structured appropriately.

Estate and Succession Planning

Planning for those future ‘what if’ scenarios is not only smart but it can also go a long way to protecting your family, minimising tax and ensuring everything you worked so hard for is not jeopardised.

It’s about providing you that peace of mind that your loved ones are looked after and that your assets are protected.

It’s a complex area that requires specialist legal advice and one that our team of advisors, along with our business partners, have the experience in to guide you through the process and achieve the outcome you desire.

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