One of the greatest fears expressed by our clients is losing choice and control of financial assets. Every year when you write a cheque to the government to pay taxes, you give up the very thing you want to preserve, Choice & Control! We do believe in paying our fair share of taxes and playing by the rules……

But the fact of the matter is the government provides clear-cut ways for us to retain Choice & Control over our tax dollars. Why? Because the government regulates the tax laws that are in place and they structure them so that society benefits and consequently increase tax revenues in the future. We use these tax friendly laws in accordance with proprietary strategies and/or our client’s personal or family trust to protect and control the family’s assets.

Last year alone we redirected over 4 million dollars of our client’s family assets. These monies were used to help fund several projects such as: starting a family business, preservation and protection of our environment, creation of trusts (providing retirement income streams ), funding for higher education, and much more!

This year before you write that significant cheque to the ATO to pay your fair share of taxes consider the Choice and Control of one of your most precious assets, your Family Assets. If you decide not to assume Choice and Control of your assets I can assure you the government will.

For the tactically minded, you could;

• Create an income stream for retirement

• Review your insurance programme for structure

• Re-examine your trading structure

For the charitably inclined, you could

• Make a difference in the world

• Involve family members in a philanthropic campaign

• Create a legacy that will outlive you.

Talk to us about establishing a plan to “re-direct” your assets back under your Choice and Control. We will consult directly with you and your tax advisors to customise a re-direction strategy that meets your specific goals and objectives.

You have brains in your head.
You have feet in your shoes.
You can steer yourself
Any direction you choose.

You’re on your own.
And you know what you know.
And YOU are the guy
who’ll decide where to go.

– Theodor S Geisell
“Dr. Seuss”

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