Asset Management & Protection

Welcome to Smart Private WealthServices

Protect what matters.


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

This includes:

  1. Isolating assets or value from risk (e.g. housing passive income producing assets in separate structures to a business structure).
  2. 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).
  3. 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).


Protect What Matters.

As accountants & financial advisors we are best placed to truly understand and assist with protecting you and your beneficiaries in your lineage or bloodline ensuring your hard built assets are directed exactly where you want them to be.


ENQUIRE ABOUT ASSET PROTECTION ENQUIRE ABOUT ASSET PROTECTION


15 Jun '22

The Guide to Testamentary Trusts

A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.


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15 Jun '22

The ATO Guide to Super Contributions

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.


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15 Jun '22

Protecting Family Wealth

Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?


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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.


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29 Jul '20

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.


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29 Jul '20

Market Volatility

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


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