Family Structuring

Security and taxation

The way you structure your assets can have significant effect on their security and your taxation requirements.

That is why it is essential to involve an accountant to help with your Tax effective family structuring, including the consideration of income splitting, exit strategies and passing wealth to the next generation or charities.

We also work with Australian Unity Trustees to help protect your assets in line with your wishes, for example you may look at incorporating a testamentary trust in to a will that doesn’t come into force until the death of the will maker. Instead of leaving assets directly to a beneficiary, they are transferred into a trust and held on behalf of a single or a group of beneficiaries. The will maker decides which assets are transferred and who is a beneficiary. This may provide tax advantages as well as asset protection benefits.

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