Wealth Structuring


Utilising structures such as Self Managed Superannuation Funds, Family Trusts, Companies, Investments/Unit Trust as possible ownership vehicles to facilitate tax planning, estate planning, wealth protection to help you and the generations that follow you.


The purpose of Wealth Structuring is an all-encompassing plan that impacts you, your family and your assets.  In short it provides a platform that protects your wealth allowing for it’s continued growth.  Your structure will ensure that your wealth is passed to your family beneficiaries in a tax effective manner to appease your wishes.

Well designed structures accomplish tax planning, wealth protection, estate planning, family governance and succession planning also providing security and privacy for you and your family.

Your wealth structure should secure and improve the lifestyle you have achieved and provides many intangibles that cannot be measured (family/generational security, legacy creation etc).