Wealth

Your Wealth

Every tax dollar you save now means more wealth later. Think of compounding interest. So we want you to save that dollar and much more.

Structure

How should you structure your wealth? Depending on what you want and need some structures will work better for you than others.

Discretionary trusts, family trust elections, unit trusts, bucket and trading companies, SMSF and bare trusts – we walk you through the options you have.

Every Dollar Counts

Set Up

Once it is clear what structure is best for you, the actual set up is easy. We use smart, modern deeds and company constitutions that give you a wide range of options to guard, enjoy and distribute your wealth.

Admin

Trusts and companies need regular attention and TLC. There are many pitfalls that can cost you a lot of money. We make sure they don’t.

If you have a question, just contact us. There might be a simple answer to your query.

Wealth Articles

COVID-19 Help For Individuals

COVID-19 Help For Individuals

/
9 measures but all with strings attached.
help for retirees

COVID-19 Help For Retirees

/
5 measures to help you weather this storm.
minor benefit rule

Minor Benefit Rule

/
The only way to tax-deduct a contribution.
Tax Deductible Donation

Tax Deductible Donation

/
Gifts and contributions come with different rules.
Commonwealth Seniors Health Card

Commonwealth Seniors Health Card

/
Only for self-funded retirees.