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Advice on asset ownership restructures, taxation advice, valuation methodologies, buy/sell agreements and funding agreements.
* Asset Ownership Structures
* Business Succession Planning
* Enduring Guardianships
* Family Succession Advice
* Powers of Attorney
* Superannuation
* Testamentary Trust Wills
* Trusts Generally
ClarkeKann has extensive knowledge in and provides professional services in relation to wealth/asset protection, business and estate succession planning:
Wealth asset protection is the process of establishing structures which, as far as possible, protect your assets from being able to be made available to creditors in the event that you suffer financial difficulties, and protect family members who may have an interest in your assets if they suffer from a disability or from a marriage breakdown;
business succession planning is the process of providing for a smooth transition when you decide to retire from the day to day operation of your business from you to the people whom you intend to take your place in the business;
Estate uccession planning is the process of providing for a smooth transition of the day to day operation of your business from you to those whom you intend to take over your interest in your business when you die.
It is typical when providing advice in relation to our services mentioned that we are consulted by clients in the following categories:
* wealthy individuals and family units
* referrals from accountants;
* referrals from the financial planning
industry;
* small and medium sized enterprises
We are the preferred supplier of these services to a number of large participants in the financial planning industry including the Macquarie Private Wealth Group.
Amazing Loans Limited
Tax advice on finance structuring and fund raising.
AVJennings Limited
CGT and GST advice to assist sellers to obtain tax advantages.
Endeavour Foundation
GST review of property acquisitions.
Macquarie Bank Limited
Tax effective business agreements.
Tax effective property development deal structuring.
GST effective property acquisitions.
Mirvac Queensland Pty Ltd
Tax effective property development restructure.
Universal Cranes Pty Ltd
Tax due diligence services for business acquisition.
Other Projects
GST review of major resources company in Queensland.
Advice on business setup for IP start.
Restructure of business sales to meet going concern concessions.
Recovery of GST for international fund raising project.
Tax saving structuring for overseas business operating in Australia.
Business Structuring
Business Sales to minimise capital gains tax
Tax Due Diligence
Property Transactions
Tax Advisory
Tax Law Consulting
Revenue Law Consulting