Asset Protection / Business Structures

  • Do you currently operate a business or own investments in a structure (ie. company / trust / SMSF)?
  • Are you thinking of buying a business?
  • Are you about to invest in an investment property?
  • Are you planning to buy shares or managed funds?

PLEASE: STOP right now!

It is vital that you correctly structure your assets so that you PROTECT them.

There is NO POINT in working hard to grow your business and investment assets if they remain EXPOSED to legal action from a Lawyer acting on a "no win, no fee" basis from someone trying to attack you.

Recommended Structures

The structures we often recommend include:

  • Discretionary Trust (commonly known as a "FamilyTrust") 
  • Unit Trust 
  • Partnership of DIscretionary Trusts 
  • Self Managed Superannuation Fund (SMSF) 
  • Joint Ventures 
  • Testamentary Trusts 
  • BloodlineTM Trusts

Due to regular changes in legislation which affect the way you do business, we suggest that the most important attribute of a structure is its flexibility, because a flexible structure will in most circumstances lead to stronger asset protection and better taxation results.

Asset Protection Strategies

The strategies we often recommend include:

  • Separation of Trading Entity from Asset Holding Entity 
  • Choosing a "Risk" Person and an "Asset" Person in a family group 
  • Separating Plant and Equipment and Intellectual Property (IP) out in a separate entity from your Trading Entity 
  • Secured Debt Strategy (become a secured creditor over your own core assets) 
  • Contractual Wills (protecting the equity in your Family Home without triggering Capital Gains Tax (CGT) or Stamp Duty 
  • BloodlineTM Trusts (ensure your family assets are kept within your bloodline)

Why Use Crosby Dalwood?

The Crosby Dalwood Team has many years of experience in helping clients to properly structure their affairs so that their assets are protected and so that they receive the MAXIMUM tax benefits.

Most Accountants and Lawyers do not understand Asset Protection and Tax Planning issues, so it is important that you use experts to assist you.

The Crosby Dalwood Team are experts in the areas of Asset Protection, Estate Planning, Business Structures, and High Level Tax Planning.

Using our exclusive "Risk and Assets" approach, we will clearly explain the options available to you and the costs and benefits to you of each option.

We can give you an UP-FRONT FIXED QUOTE for our recommendations.

Talk to the Crosby Dalwood Team TODAY about protecting YOUR assets and getting a better taxation outcome!