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#91 – Business Restructures and Asset Protection
Manage episode 436240746 series 1164419
Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures.
Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring.
This session will use liberal story sharing to provide:
- a comprehensive overview of the latest strategies to mitigate asset protection risks;
- an overview of the key issues to consider when establishing new businesses;
- specific examples demonstrating how to restructure existing businesses; and
- an overlay and analysis of the various tax and stamp duty rules advisers should be aware of.
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning
PODCAST: #43 – The 9 Key Principles of Asset Protection
Listen to View’s previous episodes here.
12 에피소드
Manage episode 436240746 series 1164419
Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures.
Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring.
This session will use liberal story sharing to provide:
- a comprehensive overview of the latest strategies to mitigate asset protection risks;
- an overview of the key issues to consider when establishing new businesses;
- specific examples demonstrating how to restructure existing businesses; and
- an overlay and analysis of the various tax and stamp duty rules advisers should be aware of.
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning
PODCAST: #43 – The 9 Key Principles of Asset Protection
Listen to View’s previous episodes here.
12 에피소드
모든 에피소드
×1 #93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48
1 #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28
1 #89 – To bind or not to bind – unbundling the great BDBN debate 46:22
1 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success 1:01:13
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