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Financial Structures

Should you be using a trust or company structure?Financial Structures

Assets can be owned in different ways.

We can advise you:

  • If your current ownership structures are appropriate
  • Whether you could benefit from using a company or trust
  • The tax considerations of various structures
  • The asset protection issues of various structures
  • The estate planning implications of various structures

If you are unsure whether you should be using a trust or company structure, contact Financial Planning Expert or phone (03) 9708 8126 for an obligation free discussion.


This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax advice prior to acting on this information.Opinions constitute our judgement at the time of issue and are subject to change. Financial Planning Expert Pty Ltd does not give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
© Copyright 2011-2014 Financial Planning Expert Pty Ltd

ABN: 71 545 756 841 Australian Financial Services License: 402042

Phone: (03) 9708 8126

Email: info@financialplanningexpert.com.au

 

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  • About Financial Planning Expert

    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.