Put simply, Asset Protection is the use of smart, legal strategies to protect your assets.
As accountants & financial advisors we are best placed to truly understand and assist with protecting you and your beneficiaries in your lineage or bloodline ensuring your hard built assets are directed exactly where you want them to be.
A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.
There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.
Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?
When deciding which investments are right for you, it is important to understand the trade-off between risk and return and how to manage investment risk.
By setting goals, planning ahead and being smart with your savings and debt strategies – you can actively grow your wealth even from a
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.