Centric Wealth

your interests, our focus

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Asset Protection and Trusts

Asset protection restricts the risk of liability that can impact individual and family assets and wealth and Trusts are often used as an asset protection vehicle.

We provide advice on a range of Asset Protection & Trust issues such as:

  • Resulting or implied trusts
  • Discretionary trusts
  • Amendment of trust deeds
  • Family trusts
  • Hybrid & Unit trusts
  • Constructive trusts
  • Trading trusts

We engage qualified Accountants and Solicitors and work closely with them to ensure that you have the correct legal structure to protect your assets and also have a plan for the passing of your assets to your beneficiaries.

Asset Protection

Minimises the effect of potential claims arising from events such as the end of a marriage or relationship or the failure of a business or investment. 

Trusts

A trust is a relationship where a party (the trustee), holds property for the benefit of another party (the beneficiary). Trusts create a separation of the ownership of the legal and the beneficial interests in the property. The beneficiaries have no specific fixed legal entitlement to the assets of a discretionary trust, unless so decided by the trustee. Therefore the assets of a discretionary trust may be afforded some protection. 

If you would like to discuss or find out more about establishing and maintaining a trust structure please contact one of our Advisers or email info@centricwealth.com.au



Read more about Advice, Management and Guidance

Structural Advice
Cash flow and tax planning
Estate Planning and Generational Change
Asset Protection and Trusts
Philanthropic Strategy
Redundancy Advice
Executive Advisory
Expatriate Services
Our Wealth Advisers