Asset protection

Giving your assets a hard shell for the future.

  • Forming and maintaining plans for your comfortable retirement
  • Protecting you from risk
  • Offering you ongoing support and advice

You want a comfortable retirement. We all do. Whether you actually get there, or whether you get there smoothly, is all down to good planning. We'll help you secure your wealth by imparting our years of knowledge and skills in asset protection to help you form solid plans.

Asset protection strategies

Many business owners are extremely busy doing what they do best – running their business. Often this means that they don't adopt appropriate strategies to minimise the loss of well-earned assets. Without realising, owners could be potentially exposing their assets to risk, via trading or third party threats. Some business owners are also more vulnerable because of the industry they are in.

Ongoing planning and advice from our asset protection strategists can reduce or eliminate this exposure to risk. Essentially, we'll help you give your assets that hard shell they need.

Asset protection is all about managing risks to both you personally and to your business. When considering if asset protection strategies are necessary for you, ask yourself some very simple questions:

  • Do you believe you have adequate personal insurances in place for your business and your family?
  • If you do believe you have adequate insurances do you know the amount the policies would pay out, who owns them and when they pay out?
  • Are you at risk of being sued personally?
  • Do you hold a significant dollar value of assets in your name?
  • Do you have an up to date will and enduring power of attorney to protect your assets in the case of death or incapacity?
  • For your business have you considered what strategies are in place to protect your business if something goes wrong?

Review our asset protection checklist to get started.

How we can help you

Our specialists can help you with

  • Personal asset protection reviews
  • Business asset protection reviews
  • Structure risk reviews
  • Business risk reviews
  • Business risk planning
  • Restructures – removal of personal assets to protected entities
  • Equity strategies – removal of equity from trading businesses to protected entities
  • Risk Insurance reviews
  • Monitoring - of risk plans and asset protection strategies
  • Estate planning - incorporating testamentary trusts and enduring powers of attorney to ensure your assets go to the correct people and entities owned by you are left in the control of the right people

Who do we work with

The nature of asset protection often requires us to work closely with other professionals such as specialist asset protection solicitors and risk insurance specialists. We are more than happy to work with your own trusted advisors or alternatively we can provide you with a referral to an experienced specialist.

 

Contact us   Resources

To find out more contact one of our specialists today.

Bill Charlton

t: (07) 3210 5530
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Bill

Dean Vane

t: (07) 3210 5525
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Dean

Lauren Steinheuer

t: (07) 3210 5524
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Lauren

Malcolm Barkle

t: (07) 3210 5512
e: This email address is being protected from spambots. You need JavaScript enabled to view it.