Asset Protection Services

Many business owner knows that protecting assets isn’t just about reacting to crises – it’s about anticipating them. At Munro’s, our experienced Perth-based business accountants and advisors understand this too and help business owners implement both basic and advanced asset protection.

We’ve been helping WA businesses safeguard their wealth since 1973. We closely monitor court decisions and evolve strategies for clients to ensure that they are adopting the best, most modern techniques.

Taking action early is pivotal for successful asset protection, often requiring strategies to be implemented years before any issue arises.

Ultimately, we are “The Professional Problem Solvers” using an approach that is both preventative and responsive. We want you to benefit from the peace of mind that our clients mention in our more than 100 five‑star Google reviews.

Ready to secure your wealth and ensure long‑term protection?

BOOK A FREE MEETING WITH A BUSINESS ACCOUNTANT

Most Popular Asset Protection Services

Advanced Tax & Asset Protection Strategies Report

 

$4,000 (excl. GST)

Tax Minimisation Strategies Report

Family Business Succession Planning

 

From $3,000 (excl. GST)

Book Free Initial Meeting

Franchising Your Business: Strategies Advice

 

From $4,000 (excl. GST)

Book Free Initial Meeting

Frequently Asked Questions for Asset Protection

  1. What is asset protection and why is it important for business owners?
    Asset protection involves putting strategies in place to safeguard your business and personal wealth from potential risks such as legal disputes or creditor claims. It’s crucial because proactive measures can prevent problems before they occur and mitigate the damage if problems arise.
  2. How far in advance should I implement asset protection measures?
    Ideally, asset protection should be integrated into your business planning years before any issues arise. Early implementation maximises protection benefits and ensures you’re prepared for any unforeseen challenges.
  3. How do you tailor asset protection strategies to my specific circumstances?
    We start with a detailed review of your business structure and assets. Then, we recommend customised solutions—whether through restructuring entities or integrating advanced asset protection techniques. This process ensures the protection plan aligns with your business goals and risk profile.
  4. Why do WA businesses choose Munro’s for asset protection advice and assistance?
    We’re known for our specialist and proactive problem-solving advice. Our record is reinforced by over 100 five‑star Google reviews.
  5. Are your asset protection solutions available Australia-wide?
    While Munro’s is based in Perth, our asset protection and accounting services are available to businesses located in WA and across Australia.
  6. What is the price for your asset protection services?
    Our pricing is based on the complexity of your needs. See our pricing page to find out more and contact us for a personalised quote.
  7. How do I get started with your asset protection services?
    Simply book a complimentary Get To Know Each Other meeting. During this initial meeting we will begin to review your situation, discuss your goals and  start to outline a tailored plan to safeguard your assets for the future.

Where To Begin

Get To Know Each Other Meeting

 

FREE (incl. GST)

How We Get Started

Come Along To An Improve Session

 

First Session is FREE (incl. GST)

Upskilling Event for Business Leaders

Munro's, where client service matters

Top 2% ranked Australian Accounting Firm

Play Ranking Explained

  • ★★★★★ — Luke Bpob

    I’m a recent sign up who brought with me a backlog of work. Drew and team delivered on their promises and then some. Personalized service, responsive, thorough, up to date. Highly recommended.

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  • ★★★★★ — Tom Mackie

    Great first experience at Munro’s.

    Thanks Rama!

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  • ★★★★★ — Brad Johnson

    Thanks Drew, your guidance into my situation was very helpful. I’m sure your knowledge and expertise will be required in the future for ongoing decisions. Highly recommended!!

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  • ★★★★★ — Kevin Yuen

    Recently when I approached Saul and Drew at Munro’s regarding a tricky cryptocurrency investment situation they were very helpful in assisting. They are very knowledgeable about the area and their insights and recommendations were very much appreciated.

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  • ★★★★★ — Tim

    I have been a client of Munro’s for 2 years and am very happy with their service. They have saved me a lot of time, effort, and money.

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  • ★★★★★ — Nick & Katy Formica

    We wish to thank Mike & his team @ Munros for their professional help & service over the past 20 years . Having just recently sold our franchise business after 14 years, Mike has guided us through those times with success & helped us to achieve our family goals within our business. Congratulations on your 50th Anniversary. Looking forward to continue to work with Mike & the team in the near future.

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  • ★★★★★ — Duane Healey

    Great business accountants. Helped with company tax return. Convenient location and nice office in Perth. Special thanks to accountant, Drew Pflaum. Highly recommended.

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  • ★★★★★ — Betty-lou Haydon

    We have been with Munros for the life of our farming business. Munros staff are always so polite and helpful. Christine and her team are so professional, knowledgeable and have a thorough understanding of our business and what we wish to achieve going forward. We see them as a vital part of our business. We are very grateful for this relationship!

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  • ★★★★★ — and away

    Very happy with the service provided by Drew and Cherie.

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  • ★★★★★ — Nicole Smith

    My husband and I were looking for some advice on a short time frame with regards to purchasing a piece of farmland. We had an offer in hand and a peculiar clause that we needed advice on. Adam Carter was prompt, detailed and courteous in all dealings with us. He helped us meet our deadline, understand the consequences of each available option and now establish our small farming enterprise. We cannot thank him and the team at Munro’s enough. Highly recommend their services.

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  • ★★★★★ — Eve Broadley

    Sorry, I can’t join you in your celebration on 1st September.

    However, I wish to thank you for all your wonderful service for more years than I can remember, especially Simon, Carl and Annette.

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  • ★★★★★ — Jim Kozmo

    I’m extremely pleased with the services of Munro’s Accountants. They are professional and easy to work with. My situation was not simple yet they completed the task and have provided me with peace of mind going forwards. I would not hesitate to recommend them. AAAAA+++++

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  • ★★★★★ — Jim Kozmo

    I’m extremely pleased with the services of Munro’s Accountants. They are professional and easy to work with. My situation was not simple yet they completed the task and have provided me with peace of mind going forwards. I would not hesitate to recommend them. AAAAA+++++

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  • ★★★★★ — Darryl Chester

    Congratulations on 50 years of accounting.
    Munro`s have managed our family business affairs for approximately 45 years.
    Thankyou.

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  • ★★★★★ — Philip Maguire

    Our dealings with Drew Pflaum of Munros were a revelation to my wife and I. Never before had we encountered a business accountant with such dedicated commitment to his clients. Drew’s work ethic is outstanding. When we found Drew online we were in desperate circumstances, faced with the loss of our two properties.

    His empathy, hard work, patience and breadth of knowledge was incomparable and took us from despair to hope very quickly. He worked out strategies that bought us time and helped us immensely.

    Without Drew’s input our future prospects were bleak. We’re delighted to have had the opportunity to review our very positive experience.

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  • ★★★★★ — Moree Grazing Co, Tambellup WA

    We have been clients of Munro’s (and Donald F Munro & Assoc. before that) for more than 50 years and have always found them to be right on point with their advice and work. Nothing is too much trouble to research and the responses always given in easy-to-understand language. We love that the K.I.S.S principle is used (keep-it-simple-stupid!) We can’t thank Simon and Carl enough for the great service that they provide. I have also, in community roles, worked with Barry Virgo and Ian Arblaster over the years on Co-operative business and their knowledge was second to none.

    Thank you and congratulations Munro’s on 50 years + in business.

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  • ★★★★★ — Greg Berlin

    Munros have been doing my family tax returns for the past 3 years, and I’ve been nothing but delighted with the service they’ve offered. They took on a relatively complex set of returns, including sharing of CGT benefits between myself and my partner, and did exactly what I hoped they’d do, and more. Not only that, they always went above and beyond to explain what they have done and why, keeping us happy and at ease at all times during the tax return processes.

    And to top it off, their knowledge of the crypto space is phenomenal, as are the tools they’ve developed to report and get the best possible returns with cryptos in mind.

    Give them a try, I guarantee you won’t be disappointed.

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  • ★★★★★ — Paul Davis

    Very professional and communicative, will use again next year. Thank you.

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  • ★★★★★ — Boston Whooley

    High quality and professional advise. I would highly recommend Munro’s if you are looking for a quality team to work with.

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  • ★★★★★ — E M

    Rama and the team at Munro’s provided prompt and thorough crypto tax advice. They are very professional and I highly recommend their services.

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  • ★★★★★ — Arky Abbott

    Fantastic work. Professional accountants with incredible response times and excellent advice.
    Perfect service

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  • ★★★★★ — Tom

    Drew @ Munro’s was very professional and they did a great job!

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  • ★★★★★ — Matt Mckinley

    Drew, Simon and the team at Munro’s have been our family and business accountants for many years now. They provide excellent service and advice. We would not hesitate to recommend them to others.

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  • ★★★★★ — Doreen Wilkinson

    Have been using Munro’s for over 30 years and have been completely satisfied with the friendliness and expert knowledge they provide. I would fully recommend anybody needing an accounting firm to use Munro’s. Well done Simon and the team.

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  • ★★★★★ — Doreen Wilkinson

    Have been using Munro’s for over 30 years and have been completely satisfied with the friendliness and expert knowledge they provide. I would fully recommend anybody needing an accounting firm to use Munro’s. Well done Simon and the team.

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  • ★★★★★ — Jaxius

    Drew and Cherie are the best accountants that I’ve had so far with their lightning quick responses to my trivial questions. They actually take the time to explain what they are doing and why. Highly trusted and recommended.

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  • ★★★★★ — Faye Sanderson

    Munro’s have helped build our business from strength to strength for over 40 years! No problem or question has ever been too large or too small and all have been dealt with in a timely and efficient manner. Thanks to Simon, Carl and the team for your continual excellent service.

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  • ★★★★★ — Robynne Richards

    Munro’s are an honest, reliable, on the ball, and personable business. The family feel engendered has been highly regarded by our family for over 40 years.

    Congratulations on a significant and well deserved creditable milestone, with best wishes for what we are sure will be a successful future.

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  • ★★★★★ — Emma Rocca

    Exceptional Professionalism and Genuine Support

    I can’t thank Drew enough for the incredible support he offered during an incredibly stressful and emotional time. His communication was efficient, clear, and refreshingly straightforward—qualities that are hard to come by when dealing with complex financial and legal matters.

    Although Munros were ultimately unable to take on my case due to an internal conflict, Drew still gave generously of his time and expertise without charge. He treated the complex situation with empathy and integrity, when most professionals would have run a mile. His advice and clarity made a tangible difference to both my confidence and the steps I’m now taking to secure a better future for myself and my children.

    It’s deeply regrettable that I can’t continue with Drew as our accountant long-term, because he would’ve been my first choice without question. I would highly recommend him to anyone needing not only expert accounting but also genuine human support.

    Thank you again, Drew — you have been amazing.

    — Emma Rocca

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  • ★★★★★ — D C

    Munro’s is delivering excellent results for me. My initial engagement was a complex situation comprising of many years of outstanding returns in both the traditional and cryptocurrency space. Drew, Sanjay and Saul were able to rise to the challenge and managed the whole process including preparation, lodgement and dealing directly with the ATO. They have always been friendly, responsive, diligent and provide actionable advice based on observations they have made from my data and by also understanding my personal goals and objectives.

    I am confident I have the right team by my side with Munro’s and I highly recommend Munro’s to anyone looking for top quality service and advice.

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  • ★★★★★ — Moira and Don

    Munro’s have been our accountants, both for business and personal, for 50 years.  During that time we have been really happy with the work done for us.  The personel have always been professional, welcoming and efficient form the person at the front desk who greets you, to the people who handle your work.

    Congratulations and best wishes for the future.

    PS It does help that Simon supports the right footy team but he is not as good at tipping as he is at accounting!

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  • ★★★★★ — J T

    Drew provided clear and detailed advice on my crypto and personal tax matters, making everything easy to understand. Highly recommend!

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  • ★★★★★ — Justis Blackwell

    Drew and the team at Munros have made my cryptocurrency accounting a breeze primarily for tax purposes and to ensure all previous years were reconciled correctly given my previous tax agents literally had no idea despite their knowledge of my crypto holdings for the past 2 tax years. Well done Drew, well done Munros for specialising in this space. Great job!!

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  • ★★★★★ — Michael Page

    Accountant Drew was very helpful with a detailed insight to capital gains tax and reset period shall we sell our property. Drew contacted five minutes after I enquired to the office and followed up with this assessment

    The tax tribunal has said that a common-sense assessment applies when considering the varying number of factors and even conflicting circumstances when determining if a house is someone’s main residence. In your case, the Bunbury house may have become your main residence for that short eight week stay if you moved a great deal of personal belonging there. However, a common-sense assessment likely suggests it did not become your main residence (at least on the facts that I know). If it didn’t become your main residence, then the maximum period you can claim the property as your main residence for the period since 2018 is 6 years. I.e. 2018-2014. For the period 2024 onwards, the main residence exemption cannot apply. You could, however, move back in and re-establish it as your main residence and then move out and rent again, which would restart the absentee rule. However, you still would not get the main residence exemption for the period 2024 to the time you moved back in because the maximum 6 years has expired for this current period of absence.

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  • ★★★★★ — Michelle

    Drew has been exceptional. Very knowledgeable, easy to understand, timely with his responses, he came in to bat for us when we needed someone to do that. Highly, HIGHLY recommend.

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