Asset protection

Services

Asset protection

We approach the matter of asset protection whereby our clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially hostile creditor litigation.

We utilise research sources available to us to support our independent recommendations and advice to our clients.

We utilise research sources available to us to support our independent recommendations and advice to our clients.

Asset Protection
Asset Protection

It would be wise to consider implementing an asset protection strategy if you have:

  1. Signed any type of personal guarantee, especially if they are with trade creditors
  2. Granted a loan of your own money to a trust
  3. Provided personal funds to your company
  4. Have late lodgments for BAS or Superannuation Guarantee
  5. Been the appointed trustee of a discretionary trust
  6. Operate your business as a sole trader
  7. Have both your personal and business banking with the same financial institution