Protect the equity in your home or investments Plus incur no CGT or stamp duty when transferring your net wealth to a Family Protection Trust

Living in a pandemic has made us rethink not only how we do business, but how we protect everything we have built over the years. Most people have built their castle with their family home, superannuation, investments, business and lifestyle assets plus the equity in their business which can amount to millions of dollars without considering any asset protection at all.

Going through a pandemic makes you realise just how vulnerable you are and how exposed your castle can be. The thought of you and your family not being able to enjoy all that you have built and achieved if something terrible happens, is now more apparent. 


If you missed Phillip’s live presentation, click on the link below to watch.

If you would like to book a one on one appointment with Phillip to discuss how this strategy can work for you, please call our office on 9569 5676 or email your preferred day and time.