Long term structuring fixed upfront

A family was considering a significant investment.  And rather than just choose a tax effective structure now: we also moved deeper and discussed the structure that was tax effective now and allowed for future generations to easily control and access their own part of the family legacy.

The effect is that the family know have a structure controlled by the parents where they can choose to transfer interests in assets among family members at different times without triggering stamp duty and capital gains tax.

So while the matter has not created any immediate advantage it has given the family a lot of flexibility and planning opportunity at a later point in time.



Fixing a loan restructure in the bud

A family was selling a commercial property from the parents to a child in the family (there were 5 children). The sale w...

Read More
Massive interest remission of $167k

A family came to us with a difficult and confusing array of structures and business reporting systems. After a lot of wo...

Read More
Family selling their business uncovers an old problem

We were helping a family sell their business.  And as part of the process we reached out to extended family members and ...

Read More
International manufacturer setting up in Australia

A business family in the United States wanted to set up an Australian operation for their manufacturing business.  Their...

Read More
Restructure of loans creates a great tax outcome for a regional business family

A family had a long term relationship with their bank.  And despite repeated attempts to clear their personal debts they...

Read More
Inheriting old problems – a saving of $270k

A client came to us with a problem.  Their prior accountant had not managed their accounts and tax returns properly. The...

Read More
GST Problem Identified Before Audit

A new client to the practice attended to the sale of a residential property development.  Sadly their previous advice wa...

Read More
Life Emergency Planning saves a headache

A client approached us with a significant investment portfolio.  The initial engagement was a simple preparation of a ta...

Read More
Estate with no will – $70k saving

A person had recently died without a will. Their assets really only amounted to a superannuation fund with around $320,0...

Read More

Sign up to receive our latest news