Companies

Best for: Trading businesses, active investments, scalable ventures
Companies are a separate legal entity and offer limited liability protection for owners (shareholders).

Key Benefits:

• Lower corporate tax rate

• Ability to retain profits

• Easier to raise capital

• Limited liability and risk separation

• Professional appearance for lenders, partners, and customers

Discretionary (Family) Trusts

Best for: Families, investors, business owners looking for flexibility and protection
A discretionary trust allows a trustee to distribute income and capital at their discretion each year—perfect for smart tax planning and long-term wealth management.

Key benefits:

• Flexible income distribution to minimise tax

• Strong asset protection from creditors

• Useful for estate and succession planning

• Ideal for family wealth pooling across generations

• Often used for property investment, family businesses, and share portfolios

Already know you need one? We can get your trust and corporate trustee set up fast—ready for settlement, contracts, or business launch.

Unit Trusts

Best for: Joint ventures, unrelated investors
Unlike discretionary trusts, unit trusts have fixed entitlements – meaning each unit holder has a clearly defined share in income and capital.

Ideal when:

• Multiple unrelated parties are investing (e.g. friends, SMSFs, business partners)

• You’re developing property jointly and want clear ownership rights

• You want control and clarity on distributions and value

We ensure your unit trust is structured to protect all parties, manage risk, and allow for growth or exit flexibility.

Bare Trusts (for SMSF Property Purchases)

Best for: SMSFs purchasing property with limited recourse borrowing
A bare trust is a special structure used when your self-managed super fund is buying property with a loan. The legal title sits with the bare trustee, but the SMSF retains full beneficial ownership.

Key Benefits:

• Complies with superannuation borrowing rules

• Keeps the SMSF protected and compliant

• Allows property investment inside super

We’ll take care of the compliance and structure so your fund can confidently invest in property the right way.

Self-Managed Super Funds (SMSFs)

Best for: Those wanting full control over their superannuation and investment choices, particularly to purchase property within SMSF
We help clients establish, structure, and manage SMSFs to take control of their retirement planning.

Why clients choose SMSFs:

• Greater control over investment strategy (including property and direct shares)

• Tax-effective environment for long-term wealth

• Flexibility with contributions, pensions, and estate planning

• Opportunity to invest via unit trusts or bare trusts

We not only set up the SMSF correctly, but also work across your personal and business finances to ensure it’s part of a broader wealth strategy.