LEGAL SERVICES - COMMERCIAL
LAW
BUSINESS STRUCTURES
TAX-EFFECTIVE
INVESTMENT STRUCTURES
When purchasing assets such as real
estate, shares, a business or a home, you must make
sure your investment is tax-effective. You need answers
to questions such as: Who should do the purchase:
- you, a company or a trust, or should you think
about other options? How is it best funded?
What is
the best structure?
-
Understanding Your Requirements
-
We understand that you need to:
-
minimise the income tax, capital gains tax, stamp duty
and land tax implications of your purchase
-
plan your estate and protect your assets
-
have a structure that is not too complex to operate.
Your Needs
Our approach is to work as a team with your accountant
and financial adviser in order to implement the right
strategy for your requirements.
We understand and are familiar with
all the options available to you in establishing your
investment structure, and consider all alternatives
thoroughly before making a recommendation.
We take a comprehensive approach to
investment structuring considering your personal circumstances,
and your short and long term goals.
Our Services
We provide advice and assistance
in the following areas:
- determination of the best investment vehicle for you, such as: partnership or joint ownership
- trusts - discretionary, hybrid or unit
- superannuation fund
- company
- individual
- structuring investments
- documentation and other services required for implementation.
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