Asset Structuring and Protection

Having a skilled adviser who deeply understands tax and estate planning is indispensable for High-Net-Worth families. This expertise ensures tax-efficient wealth management, safeguards your assets, and facilitates seamless wealth transition to the next generation.

Managing multiple entities such as trusts, companies, SMSFs, and Private Ancillary Funds requires significant understanding of tax and estate planning principles. With higher marginal tax rates amplifying the consequences of investment decisions, we carefully consider tax implications across your entire family group and related entities to continuously optimise after-tax returns. Moreover, investing within regulated structures demands specialised knowledge and expertise to ensure that your reporting and compliance obligations are met. 

Core brings extensive experience in addressing the complex taxation and estate planning needs of affluent households and will ensure that you:

  • Structure investments to minimise your tax liabilities, preserving more of your wealth.

  • access tax advantaged investments such as superannuation, investment bonds and Early Stage Venture Capital Limited Partnerships,

  • strategically positioning your assets to maximise after-tax returns,

  • and understand the tax consequences of asset disposals and the impact on your overall tax plan.

We will also proactively review your structural arrangements, identifying opportunities where you can benefit from establishing new structures, as well as monitoring structures that may no longer be required. Working with your professional advisers or our expert partners, we take a comprehensive approach that integrates investments, tax planning, structuring and estate considerations – ensuring your wealth is positioned tax effectively for both today and tomorrow and that your assets are protected against liability.

We specialise in providing advice for

SMSFs
Trusts
Companies
Private Ancillary Funds

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