Estate Planning - Asset Protection
| Expertise | Details |
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SUPERANNUATION: SELF MANAGED: |
Establishment Ongoing Compliance Tax Deductible Contributions Possible & Lump Sum Payouts |
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TRUSTS & ASSET PROTECTION: CREATION STRUCTURE ADMINISTRATION EXECUTION |
TESTEMENTARY TRUSTS:
DISCRETIONARY TRUSTS HYBRID TRUSTS UNIT TRUSTS FAMILY TRUSTS
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POWERS OF ATTORNEY: CREATION STRUCTURE REGISTRATION ENFORCEMENT |
General & Specific Powers of Attorney Enduring Powers of Attorney Duration of Powers of Attorney Strict Duties of Attorneys & Regulatory Compliance |
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TAXATION PLANNING: STRUCTURE & STRATEGIES |
Salary Packaging Deductions (Including Non-Commercial Losses) Independent Contractor Arrangements Retirement Income (Employment Termination Payment, Supperannuation) Capital Gains & Losses Land Tax Main Residence Exemption Primary Production Exemption Charitable Institution Exemption Charitable Institution Exemption Land Tax Audits Structuring for Asset Protection Deceased Estates - Transferring & Managing Assets Marriage & Relationship Breakdown Rollover Stamp Duty
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SUCCESSION PLANNING: STRUCTURE & ENFORCE |
Principle Agreements Partnership Agreements Current Management & Ownership issues Future Succession of Management Management & Ownership |
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LOSS OF MENTIAL CAPACITY: |
Managing Affairs & Protection of Assets Guardianship Tribunal Office of the Protective Commissioner Public Trustee |
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WILLS & DECEASED ESTATES: ENFORCEMENT: |
Probate Administration Intestacy Family Provision Challenges Will Disputes |
