Service
Structures & Wealth
Protecting what you build matters as much as building it. We set up, administer and oversee the structures that hold business and investment wealth, and plan capital gains events before they happen.
What this covers
- Entity structuring
- Partnerships, companies, trusts and SMSFs, selected and set up for your circumstances, liability exposure and plans.
- Family discretionary and unit trusts
- Establishment, administration and ongoing oversight of trust structures.
- Self-managed super funds
- SMSF compliance, audit coordination and annual reporting.
- Capital gains tax planning
- Technical advice on CGT for commercial property and share portfolio disposals, planned ahead of the sale.
What you get
The right structure limits liability, keeps assets protected and prevents avoidable tax on the events you can see coming.
Outcomes depend on your circumstances and current legislation. We do not promise particular refunds or savings; we do promise careful, current advice.
Ready for greater clarity?
Tell us about your tax, business or structure. A consultation is the quickest way to find out where you stand.