Tax Structures and Strategic Advice
We have extensive experience and so are able to offer our specialist advice on the setting up of appropriate structures such as Trusts, Companies, Partnerships, and Self Managed Superannuation Funds to give you maximum asset protection and effectiveness.
Trust and Companies
A major consideration when choosing a structure should be asset protection. Most families wish to protect their hard earned wealth, whether it is business, investment or the family home, from the clutches of third parties.
The best way to protect an asset is to have a number of protection mechanisms in place. One important protection mechanism is owning assets in a protected entity. We have extensive experience and are able to offer specialist advice on the formation of structures that will best provide you with the asset protection that you need in a tax effective manner.
Self-Managed Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation Funds.
Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. At Kaias Phillips, we are superannuation experts and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals
Services we offer include:
- Establishment of Self Managed Superannuation Funds
- Completion of Information for the Insurance and Superannuation Commissions
- Superannuation Audits
- Advice concerning Compliance Matters
- Advice concerning Taxation Benefits
- Advice on Employer obligations
For more information on how we can help you, please contact us for an appointment.