Asset Protection Strategies

The first thing we will ask you is –

“Are we planning to succeed, or are we planning to fail?”

Because we don’t want to assist you to proceed with a business venture, taking on risks, incurring costs, if you aren’t actually confident you can succeed.

But if you are, then we will go all out to help you succeed and then when you do, enjoy the spoils.

Having said that, we will always be mindful of the fact that things do still go wrong in business. No matter how good the business is, no matter how good a business person you are, sometimes things just don’t work out for all manner of reasons.

And if you are unlucky enough to find yourself in that situation, you want to know your structure and business processes have been established in a way to provide the best chance that your failed venture doesn’t absorb all of your hard earned, long-term wealth.

Now when it comes to asset protection, no one can ever give you a 100% assurance a strategy will be watertight. The truth is, the bankruptcy and liquidation laws have mechanisms that specifically get around many overt attempts to defeat Creditors.

Plus there will be transactions and deals you will enter over time that may eat into your defences. Each time you will evaluate the risks, and you will make a commercial decision as to the best way to go, but you can be certain, there will be times your guard will need to be let down, in order to get what you need.

That is why an asset protection strategy needs to start as early as possible. Ensuring any specific matters undertaken to assist with asset protection can’t be directly tied to an effort to defeat a known Creditor.

Similarly, asset protection is all about building barriers.

While no single barrier is likely to ever be able to guarantee 100% protection, each barrier combined with the next, established over time, enhances your ability to protect your hard earned long-term wealth.

Accounting & Tax

What our customers say

Logo for Ray Ellis

CapitalQ helped me get off the 9 to 5 treadmill and effectively retire from real work in my late twenties.

I am a property person through and through. I believe there is no better way to build genuine wealth than via property. I have undertaken residential property investing and residential property developments (large and small) and as a result effectively retired from real work in my late 20s. Throughout that time Duncan and the Team at CapitalQ have been my partners (both as advisers and at times literally by taking interests in my projects). I would recommend to anyone thinking about venturing into property investing to ensure CapitalQ are part of the process and watching your back. You need sound personal budgeting, investment analysis, project costing, appropriate structuring, short term and long-term tax planning and ongoing tax advice (and not just covering Income Tax but also GST, Land Tax, Stamp Duty, the list goes on). CapitalQ know all aspects of the property game, and have the hands-on experience as well. Many think property investing is easy, but I can assure you, without the right partner providing the right advice, you will come undone.

Ray Ellis

Property Investor and now owner of Xceed Real Estate

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