Business structuring and the protection of assets are vital issues to consider, particularly when starting a business. How you structure and set-up your business will often affect its chances of ongoing success, and your tax situation when you exit the business. Consider our asset protection suggestions and contact us for further assistance.
An enduring power of attorney is a legal document authorising another person to make financial, property or other legal decisions on your behalf, (including if you lose legal capacity or decision making capability). Download the article below for further information.
These articles help explain why you need a will and provide information to assist you to plan ahead and protect your family with a comprehensive and effective estate plan.
A testamentary trust is a trust created upon the death of a person, and is usually only possible if there is a specific provision in your Will. It may be either a fixed or a non-fixed trust, and can be structured so that income and capital can be distributed to members of your family in a tax effective manner. Download the article below for further information.
These articles answer frequently asked questions regarding superannuation matters.
This questionnaire sets out information we need to obtain from new clients. Bring the completed questionnaire with you when you attend your first appointment. If you have any queries regarding any aspect do not hesitate to contact us.