Product services

Service type

e-doc on demand | digital payg | legal review | complimentary general advice                           | price list

The goal of asset protection planning is very simple – to separate ownership of assets from risks that could see the loss of those assets to creditors.

Life is inherently risky. Running a business is even riskier. Losing assets that may have taken years of hard work to acquire is unthinkable. That's why 'asset protection planning' or APP is so important.

Buy/Sell

Buy/sell arrangements set the ground rules between the co-owners of a business as to what is to happen if a co-owner dies or suffers a trauma that will likely require them to leave the business.

$660 - advice and assistance on choice of structure | $990 - preparation of all documents to implement the chosen structure (excluding insurance trust deed and associated documents) | $462 - per hour for additional explanation and amendment of documents
Discretionary trust establishment - company establishment and stamping. Bundled service.

Discretionary trusts allow potential beneficiaries to control assets without actually owning the assets - very useful for asset protection purposes.

Discretionary trust establishment $330 | Company establishment $719 soft copy | $796 hard copy | Stamping (if required) $55 administration fee + disbursements