Advanced Tax & Asset Protection Strategies Report

You’ll never wonder again if you are missing out on tax minimisation or best practice asset protection strategies after you get this report.

At Munro’s, we understand that every business owner deserves a clear roadmap to protect their wealth and optimise their tax outcomes. That’s why our Advanced Tax & Asset Protection Strategies Report is designed to help you make informed decisions—whether you’re starting a new business, buying an existing one or engaging our services for the first time.

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The Problem:
Many business owners struggle with complex tax obligations, inefficient business structures and the risk of exposing personal assets. Uncertainty about income tax, GST obligations, the right time to restructure and how to safeguard wealth can hinder growth and expose you to unnecessary risks.

Our Solution:
Our specialist business accountants in Perth prepare a comprehensive report that:

• Reviews your current financial position and future objectives.
• Assesses your entity structure options and asset protection agreements.
• Evaluates your accounting procedures, succession and estate planning measures.
• Delivers an actionable plan for tax mitigation, asset protection, and, if required, business restructuring.

What’s Included:

• Comprehensive Review: An in-depth analysis of your financial position and future goals.
• Structural Options: Evaluation of entity structure options, asset protection agreements and recommended accounting procedures.
• Holistic Planning: Insights into succession and estate planning measures for a seamless future transition.
• Legal and Regulatory Analysis: Guidance based on ATO perspectives, relevant case law and publicly available rulings.
• Tailored Recommendations: Our report not only identifies potential issues but also provides clear, specialist recommendations and an implementation plan.
• Follow-Up: After we send you the draft report (typically within 2-4 weeks), we schedule a meeting to explain our key recommendations and answer your questions.

Key Outcomes:

• A clear understanding of your income tax, GST, PAYG and FBT obligations.
• A recommended business structure that aligns with your needs.
• Insight into when a restructure may be optimal and what that structure should be.
• A detailed action plan for implementing best-practice tax minimisation and asset protection strategies.

By choosing our Advanced Tax & Asset Protection Strategies Report, you’ll be taking a proactive step towards securing your business’s future—ensuring that you’re not only compliant with current regulations, but, also well-prepared for growth and long-term success.

What Does The Report Cover

The Advanced Tax & Asset Protection Strategies report comprehensively covers:

1. Setup and Structuring Considerations
2. Year-Round Tax Minimisation
3. Asset Protection
4. Succession Planning
5. Estate Planning

Some, but not all, of the issues covered are:

• Flexibility for minimising tax
• Accessing ongoing tax conconcessions & incentives
• Director obligations & liability exposures
• Bringing in outside capital
• Consideration of eventual exit strategies
• Employee share scheme
• Registrations
• Bucket company
• End of financial year tax saving strategies (excluding personal super)
• Personal superannuation tax saving strategies
• Salary sacrifice
• Negative gearing
• Fringe benefits tax
• Payroll tax
• International tax obligations
• Moving to a low tax jurisdiction
• Family trusts and asset protection
• Companies and asset protection
• Advanced family home protection strategy
• Preparing for succession
• Lineage / bloodline, incapacity, etc
• Family constitution
• Wills and testamentary trusts
• Protection against challenges to a will
• Superannuation and estate planning