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Asset protection paper


Can you still protect your client’s assets? In recent times there have been numerous developments which have challenged the effectiveness of trust structures and the ability to protect your assets. When it comes to asset protection there is no “one size fits all”. Clients in the same profession can have completely different risk profiles and family dynamics. Is there still hope for those at risk?

This paper covers:

  • protecting both business and family assets
  • the importance of powers of attorney
  • bankruptcy clawback rules
  • Family Court distinction between property of a marriage and a financial resource
  • CGT and testamentary trusts.

Author profile:

Brian Richards CTA
Brian has specialised in providing taxation advice to a wide range of business clients for approximately 40 years. His particular taxation specialty areas include business restructuring, intellectual property transactions, CGT issues and tax planning matters. He also consults extensively to other accounting and legal practices on various taxation issues. As a taxation specialist, Brian has extensive academic and other lecturing experience. Current at 20 May 2015 Click here to expand/collapse more articles by Brian J RICHARDS.

This was presented at Expanding Private Business Series: Structures.

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Part IVA issues for SMEs

Author(s):  Graeme COOPER

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