For many investors, it makes little sense to embark on complex and expensive legal restructuring of their investments.

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However, the selection of an appropriate structure through which an investment mandate is to be executed is, often just as important as the selection of an investment itself.

  • For some, though, establishing a SMSF and/or separating ownership interests in various assets represents sound logic that will outweigh the costs in the short, medium and long term.

  • With super and tax changes constant, it's best to start with a discussion about what options you have and which ones might be best for you.

  • Debt is a dirty word for some, an opportunity to magnify returns for others.

  • Offshore activities, currency fluctuation exposures or a hefty tax burden?  We need to talk.

  • At all times, we frame the choices available to you, and you decide.  We doubt you'd want it any other way.

Our vision... your decision.