PROTECT

Protect And Manage

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Ensure your property business is protected and your wealth is preserved.

Building your property investment portfolio is a business and requires ongoing work and commitment. Our professional services ensure that your property business is protected and your wealth is preserved.

Fiduciary

When creating and protecting your wealth, it is extremely important to have a bullet proof wealth management structure.

As a property investor, you want to:

1. Pay as little as possible tax.
2. Ring fence your assets and liabilities from risk.
3. Minimize your estate costs during life and at death.
4. Maximize your property financing potential.

We provide the following fiduciary trust services:

  • Trust Consulting
  • Trust administration, including independent trustee services.
  • Trust tax and accounting
  • Trust risk reviews and resolutions
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Accounting & Tax

Our accounting, tax and financial management services geared for property investors ensure that your financial returns are maximised and your obligations minimised, through the correct financial reporting.

Speak to us about your property investment structure services:

  • Company registration and statutory management.
  • Accounting and financial management
  • Annual financial statements
  • Tax planning
  • Annual returns
  • Tax returns
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Legal

Property investment buying, selling and leasing is a very regulated industry and requires many legal principle and procedural considerations. Our legal advice service is focused on always protecting your interests.

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Lease and Asset Management

Core to the success of your property portfolio is maximizing and protecting your income and capital. Our lease and asset management consulting service guarantees that the best solutions are deployed to achieve these results.

Contact us to learn more about our 50% discount on our lease management services.

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WHAT IS THE BEST INVESTMENT STRUCTURE FOR ME

Should I buy in my personal name, trust or company?

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