Family Trusts

A family trust structure can help you to take advantage of tax planning opportunities that arise when trust members are on different tax rates. This can be a beneficial arrangement for:

 

  • High income earners and those seeking to take advantage of the internal borrowing arrangements that can be established via a trust structure;
  • Families with estate planning concerns, where a trust would allow the transference of of wealth to other members with minimal tax consequences;
  • Those seeking to more tax-effectively manage the distribution of income and capital gains tax from investment assets; and
  • Families looking to pool their assets in order to strengthen their individual positions and make joint financial decisions.

 

Operating a trust structure can be a time-consuming exercise, full of complexity and legality, so obtaining professional advice can be employed to help navigate the waters and ensure that your investment plans are enacted smoothly and with the greatest possible chance of achieving your goals.

Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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