INVESTMENT STRUCTURES

With the various restrictions on superannuation, it can be effective to hold a direct investment and/or property portfolio outside of superannuation in a structure such as a family trust or company.

These investment structures can provide benefits not available to individual investors such as asset protection and the potential to reduce tax on investment income.

We can advise on and establish these structures, prepare the annual accounts and tax returns for investment structures, and provide: –

  • Annual distribution strategies and minutes for family trusts.
  • Division 7A loan agreements for private companies
  • Dividend drawing strategies and franking account maintenance
  • Investment advice

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