We begin with a comprehensive consultation to understand your financial position, family structure, and long-term objectives. This step ensures we can provide advice that aligns with your goals for asset protection and succession planning.
Our team examines your existing structures, including trusts, companies, and investment portfolios, to identify risks and opportunities. We then develop a tailored strategy to safeguard your wealth and optimize tax efficiency.
Once you approve the proposed plan, we formalize our engagement by outlining the scope of work, timelines, and fees. This step ensures transparency and gives you confidence that your wealth is in expert hands.
We execute the agreed strategy by establishing or restructuring entities, drafting legal documents, and coordinating with financial advisors. Our focus is on creating robust frameworks that protect your assets and achieve your objectives.
Private wealth management is an ongoing process. We provide regular reviews and updates to ensure your structures remain compliant and effective as laws and circumstances change.
There are many scenarios in which your assets can become vulnerable. We work with you to structure your affairs to mitigate risk and liability.
Our strategies are formulated, often in consultation with your financial advisers and accounts to provide unique, effective solutions built around your needs.
You’ve spent a lot of time creating and growing your assets, and our team works with you to build an estate plan that will leave a lasting legacy for many generations to come.
Our private clients are looking for estate plans that provide a high level of asset protection, tax minimisation and flexibility at death.
We can help you protect your estate and ensure a flexible and tax effective transition of your wealth structures to your beneficiaries. There is no ‘one-size-fits-all’ approach to succession planning. At Chamberlains we work with you to create a bespoke solution.
Having a professional prepared and reviewed plan for your property structures is an essential ingredient in maintaining secure, tax efficient and profitable wealth structures. We are able to assist in the creation and maintenance of several structures to help you retain and grow your wealth, such as:
Discretionary Testamentary Trusts
Family Trusts
Self-Managed Superannuation Funds
Unit Trusts
Corporate entities and other structures
Superannuation law is a highly regulated environment. It is important for trustees to be across the unique challenges that is investing through a self-managed superannuation fund.
At Chamberlains, we assist clients with the establishment of self-managed superannuation funds in consultation with your accountant.
We also assist with ensuring documentation remains up-to-date and compliant providing comprehensive deed reviews and advice regarding trustee structures.
We specialise in providing specialised advice in relation to self-managed superannuation law, including:
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