BUSINESS AND INVESTMENT STRUCTURES

Benefits:

• Utilise business structure to protect assets, distribute income, legally minimise tax & CGT
• Growth, Investment or Expansion

Features:

• Review current state with objectives
• Provide options for cost effectiveness vs risk aversion
• Set up various trusts, private companies, smsfs, partnerships, abns, business tfns
• Related legal documents (constitutions, trust deeds, share\unit holder agreements, licence agreements, div 7a agreements) provided by law firm
• Advice on smsf establishment and rollovers
• Creating new entities to manage tax and risk in your business.
• Using our office to ensure legal documents are handled appropriately and not served at your business.
• Ensuring documents are prepared properly and comply with ASIC’s rules.
• Ensuring that trusts are set up correctly with the best resolutions in place to meet your needs.
• Ensuring that the new structure has the right management, policies and procedures in place to ensure it works as intended.