Choosing a structure through which to invest can be critical to the financial outcomes of investing in the short and long term. Your decision to invest in your own name or through a trust, a company, or superannuation fund, should be made based on consideration of multiple factors.
ECOVIS Clark Jacobs has been providing investment structuring advice to both local and offshore clients for many years.
We consult with you and your investment adviser (your financial planner, funds manager, property adviser, etc.) to determine the most appropriate structure for your specific circumstances.
So, talk to us about:
- Optimal investment structures for asset protection & tax efficiency
- Interaction & synergies of different entities within your personal or family structure, including estate planning
- Cash flow planning & management
- Long & short-term tax planning