Asset Protection

Put simply, Asset Protection is the use of smart, legal strategies to protect your assets.

This includes:

Isolating assets or value from risk (e.g. housing passive income producing assets in separate structures to a business structure).
Segmenting multiple sources of risk, so that liability or exposure from one activity does not contaminate or put at risk assets in unrelated entities (e.g. carrying on separate businesses in separate structures).
Limiting the number and value of assets held by “at risk” individuals (e.g. transferring the legal ownership of valuable assets from at risk individuals to lower risk entities).

A successful outcome of asset protection planning might include the ability for at risk individuals and their families to control or benefit from assets without legally owning them. The consequence is that if the at-risk individual becomes subject to liabilities or claims from creditors, those assets would not be available to satisfy them – even if a creditor is a successful litigant.

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3 Aug '20

Risk and Return

When deciding which investments are right for you, it is important to understand the trade-off between risk and return and how to manage investment risk.

Savings and Budgeting

By setting goals, planning ahead and being smart with your savings and debt strategies – you can actively grow your wealth even from a modest start.

Market Volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.