Wealth holding structures
Once you’ve decided to buy something, you then need to decide how you’re going to hold it? There are a lot of options, and each option can have widely different outcomes. How do you keep the tax burden down? How do you protect the asset from outside attack? Will you be able to get funding? How will you pass the asset on when you die? You need a straight answer, fast.
We’ll guide you to the right answer. If you need a structure to hold the asset, we’ll get that set up straight away. We’ll also help you minimise taxes and protect the asset from creditors and ex-spouses. Finally, we’ll tie it all together with a strategy to pass it on to the next generation.
For guidance on the best way to hold and protect an asset, call us now on 1300 654 590 or email us for a no-obligation chat.
Our Great Lawyer Guarantee
We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:
- We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
- Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
- One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
- We only do what we're good at. You can be confident that we know what we're doing and won't pass on the cost of our learning.
- For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you're in a dispute, we'll map out the process and costs so you know what to expect.
- We're not in this game for our egos. We're in it for a front row seat to witness your success.
We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.
If we sound like people you can work with, call us now on 1300 654 590 and speak directly with a great lawyer.
