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

Trust distribution resolutionJoshua Hoehne

Trust Distribution Resolution

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Sample text to save you a ton of tax.
Child Maintenance Trusts

Child Maintenance Trusts Save Tax

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Child maintenance trusts save tax but at what costs?
work from home expenses

Working From Home Expenses

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For your 2021 tax return you have three options to claim working from home expenses.
reduce child support payments

Reduce Child Support Payments

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The options you have to you reduce child support payments.
Tax When You Buy Overseas Shares

Tax When You Buy Overseas Shares

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GST and income tax, when you expand your business overseas.
minor benefit rule

Minor Benefit Rule

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

Tax Deductible Donation

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

Commonwealth Seniors Health Card

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Only for self-funded retirees.