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Asset protection presentation


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 presentation 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 of Richards Advisory has specialised in providing taxation advice to accounting and legal practitioners in respect of 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. As a taxation specialist, Brian has extensive academic and other lecturing experience. - Current at 04 January 2018
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This was presented at Expanding Private Business Series: Structures .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Part IVA issues for SMEs

Author(s):  Graeme COOPER

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