Crafting the Right Entity Structure for your Business or Investments
Entity Structuring & Asset Protection Specialists
When it comes to crafting the right entity structure for your business or investments, it’s not a one-size-fits-all scenario. You need a tailored approach that considers your unique circumstances and short-term and long-term goals.
Far too often, accountants take a cookie-cutter approach to entity structuring, failing to understand your aspirations, priorities, and concerns. At Zweck, we take a different path. We are entity structuring specialists with a wealth of experience gained from our time at Big 4 and mid-tier accounting firms. We’ve encountered diverse client situations, including those you might not typically find at smaller accounting practices.
Here are some of the crucial questions you should ponder when contemplating your entity structure:
What are the forecasted profits for the venture?
Is the income business, investment or personal services income?
Do you have a future growth or acquisition strategy?
How long do you think you will keep the asset? What are your intentions?
Do you have a narrow or wide family group?
Have you got established wealth, or are you just starting?
Is your personal expenditure for living, mortgage, kids, holidays, etc high or low?
Do you have any foreign ties or considerations?
If you have existing entities, do you have large retained profits in the trading entity that could be exposed?
If you have loans between low-risk passive entities and high-risk trading entities, then have you secured the loans?
If segregating plant and equipment via an asset company or trust, do you have the appropriate personal property security registration (PPSR) in place?
Are you in a relationship or single? Are you concerned about future matrimonial claims?
Have you considered an asset-accumulator and risk-taker approach between de facto couples?
