Asset Protection

Asset Protection

Successful business owners take risks, we understand and respect that. But it’s important to balance that risk with appropriate asset protection for you and your family.

Our asset protection advice will create the best asset ownership structure for your business.

We’re here to protect you with expert asset protection strategies that will build a secure wall between your business and personal assets. This protects them from liability, creditors and other threats to your business.

We’ll give you clear and actionable asset protection strategies that will keep your assets, your business and your future secure – for the long-term. If you’re also looking to take things one step further with insurance or investments – we can refer you to our financial planning team at Aintree Group Wealth for further support, all under the same roof!

Succession Planning

Business partnerships can sometimes fall apart, and if things get messy it can result in broken relationships, expensive legal fees, disruption to the business and severely diminished returns.

With our succession planning consultants, you can plan ahead to create a clear, straightforward and legally binding succession plan that you can follow when your business ownership changes in anyway.

Our in-house lawyers from Aintree Group Legal can ensure you have strong agreements in place, be that a partnership agreement, a shareholder agreement or a unit holders’ agreement. Or, we can liaise with lawyers you nominate.

We will also provide you with expert succession advice and develop strategies that will cover such instances as:

  • Selling your business to a third party
  • Passing on your business to a family member
  • Establishing a buy-sell agreement with your partner
  • Creating strong shareholder agreements to protect you in deadlocks and mediation.

Retirement Planning

Aintree Group will show you how to capture tax benefits and create a range of retirement planning strategies, including:

  • Structuring your retirement investments so they are tax effective
  • The pros and cons around setting up your super fund, including self managed super funds (SMSF)
  • Tax planning for your super or pension
  • The tax benefits of borrowing through your superannuation. 

Estate Planning

We know you want your family and beneficiaries to get your wealth, not the tax department.

So, we’ll show you different ways to maximise your estate by minimising taxes and hidden expenses. We have brilliant estate lawyers at Aintree Group Legal who can help you out with the documentation, or we can liaise with your own lawyer.

Through the entire estate planning process and after you’re gone, we will continue to act as a facilitator between you, your family and your lawyers.

Aintree Group estate planning advice covers the most tax effective and watertight way to deal with:

  • Writing a valid and legally binding will
  • Appointing an executor or trustee
  • Setting up testamentary trusts
  • Beneficiaries and family provision
  • Property ownership
  • Powers of Attorney
  • Superannuation nominations.

“You have supported me with advice in taxation,
superannuation, asset protection and corporate compliance.
You are always ethical in your dealings and think about
my interest in the longer term.”
Dale Corrigan

“Over the years I have found them to be proactive and progressive while still maintaining a steadying conservatism that lets me sleep well at night. I am happy to say that I expect Shane and the crew to look after my family interests long, long into the future.”
Bill Butcher

If you’re interested our Asset Protection Services, get in touch!

Click here to learn why Succession Planning is so important.