A key objective for any business owner must be to ensure that both your business and personal operations are correctly structured to protect your wealth from risk, and shield your assets from litigation or unexpected adverse events. In this regard, prevention is certainly better than cure especially as over time you may find that your personal or business needs have changed.

The key objective is to ensure that your personal or business operations are structured appropriately to protect your wealth from risk, and assets from litigation or unexpected adverse events. Over time you may find that your personal or business structure is no longer suitable for your needs and may require review.

The main considerations when restructuring is to ensure flexibility for:

  • Tax effectiveness
  • Asset protection
  • Compliance with regulations

We can review and provide advice on an existing structure or design and implement a cost effective restructure. Perks can also provide advice on the best way to protect your assets within the recommended structure.

Our services include:

  • Tax effective ownership structures
  • Wealth protection strategies
  • Minimise the costs involved with restructures such as capital gains tax and stamp duty
  • Succession planning including exit planning
  • Risk insurance
  • Review of general insurance
  • Review of bank finance, securities and guarantees

Contact us to discuss your needs and what solutions we can provide to protect your assets through appropriate structuring.

To speak to one of our Business Advisory specialists contact us today

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