Asset Protection

We see asset protection as a set of carefully crafted legal techniques and a body of statutory and common law dealing with the goal of protecting assets of individuals and business entities from bankruptcy, litigation and civil judgments. Our asset protection planning goal is to insulate assets from claims of creditors without contravening taxation or bankruptcy legislation.

The are various way to protect your assets such as family home, share portfolios, personal use assets and your family generally. We are able to assist through you to protect these assets through a number of tried and tested strategies such as:

  • Secured Debt Strategy - gift and loan back (transfer) of equity

  • Legacy Protection Solution - A pledge of equity through ligitament purchase

  • Main Residence Trust Strategy

  • Negative Gearing Trust Structures

  • Internal Line of Credit Arrangements

  • Effective Purchasing Arrangements

  • Estate Planning Solutions

  • Business Succession Solutions - Effective Buy Sell Arrangement

  • Effective Shareholders’ & Unitholders’ Agreements

We are experts in all of these solutions and strategies and have successfully implemented them for clients over the last 15 years.

Some of these strategies have been tested by liquidators and the ATO and have come through unscathed.

Get in touch today to discuss how we can effectively protect you and your family.