I help clients take control of their assets & financial affairs, and give them a great foundation for their future. Who's In Control? If you are not in control of your financial affairs, then who is? The usual suspects are the banks, financial institutions, the State & Federal Governments. How To Buy A Property? The best impact is to ensure you buy property using the right legal structure for your circumstances. There is no one ideal strategy, & you may need different structures for different properties, and for your specific objectives on each occasion. How To Finance A Purchase? Before talking to any Lender, I can advise how to protect you & your family from future attack. The right arrangement can give you greater freedom and flexibility & avoid future problems. The Estate Plan The final component is to help you protect your family by creating an estate plan to ensure that your assets pass to your family in the way that you wish. What is often more important is how you transfer control of other assets that you don't own, on to the next generation. These assets include companies and trusts that you control, and of course your interest in Superannuation. Your Parents Estate Plan ! We strongly recommend you take advantage of the considerable asset protection & tax minimisation benefits of Testamentary Trusts. You can include these benefits in your estate plan, but importantly you need to ensure that your parents’ estate planning arrangements are optimised for you and your children. Living Will To ensure that you and your family are not unnecessarily burdened when ill health or accident strikes, you and your parents may also benefit from an Enduring Power of Attorney and perhaps an Advanced Health Directive. What We Do I can assist you to - 1. Buy, Sell & Lease: Residential & Commercial property 2. Protect your assets: using trust structures and finance structures 3. Protect your family using Wills, Testamentary trusts, & Enduring Powers of Attorney