Wealth Protection
Wealth, asset and personal protection: Without it, you’re risking years of hard work.
You work hard. You make your money. You build your firm.
We help you invest sensibly, emphasising well-researched shrewdness and a long term approach. Together, we build a portfolio that extracts success from the markets. It’s all going well, maybe even better than you expected.
However, wealth, in all its forms, needs protection, because every now and again the unexpected erupts, and the situation you hoped would never arise, does arise.
If you don’t have the degree of protection you need, you could be risking the achievements of a lifetime.
Talk to us, so that whatever happens, you know you’re ready for anything.
- Do you currently operate a business or own investments in a structure (i.e.. company / trust / SMSF)?
- Thinking of buying a business?
- About to invest in an investment property?
- Planning to buy shares or managed funds?
If so, take a deep breath and make sure you have incorporated measures that will protect your investment!
There’s a right way and a wrong way to structure your assets when you’re thinking about protection. Talk to JEM. We can take a load off your shoulders.
It’s ill-advised to work hard and grow your business and investment assets without protecting them from legal action and other factors that can undermine solid assets.
The protection structures we recommend often include:
- Companies
- Discretionary Trusts (commonly known as a "Family Trust")
- Unit Trusts
- Partnerships
- Self Managed Superannuation Fund (SMSF)
It’s all about protecting your family’s assets and lifestyle from the often unknown and unexpected risks of business.
Regular changes in legislation often affect the way you do business, so we suggest that the most important attribute of a structure is flexibility, because a flexible structure will in most circumstances lead to stronger asset protection and better taxation results.
Asset Protection Strategies
The strategies we recommend will depend on your circumstances, but may 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
Give yourself the JEM Advantage.
JEM Partners has over 20 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.
JEM Partners are experts in the areas of Asset Protection, Estate Planning, Business Structures, and High Level Tax Planning.
We will clearly explain the options available to you and the costs and benefits of each option.
On presentation, we will give you a FIXED QUOTE for our recommendations.
Talk to JEM Partners TODAY about protecting YOUR assets and getting a better taxation outcome!
