Safeguard your financial future with asset protection

Property Tax Specialists

Your Property Tax Experts

Grow your wealth one property at a time

Protect the wealth you’ve worked so hard to build

Asset protection plays an important part in growing your investment property portfolio. If something outside of your control goes wrong, you want to make sure your assets are protected, and any potential loss is minimised.

Asset protection strategies

An asset protection strategy is necessary to identify possible risks and develop ways to mitigate them. And it should be aligned with your goals. There are many ways to protect your assets, so we focus on these key areas when developing your asset protection strategy.

  • Understand your portfolio goals and expected timeframes
  • Get a clear picture of your current assets and liabilities
  • Determine your risk profile

Structuring investments to protect assets

Getting advice for property ownership and loan structuring in advance is the best way to make sure your property and wealth is protected from adverse events. Companies, trusts, and SMSFs are common ownership structures used for asset protection. Structuring asset ownership in this way also provides tax benefits, income distribution options, and an easier way to facilitate generational wealth transfer. We also review existing assets to determine whether ownership should change to reflect your risk position. Because of our holistic approach, our investment structuring advice isn’t limited to property. We provide advice on other assets such as shares and commercial property as part of analysing your overall portfolio protection.

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