Asset Protection

No matter how safe you feel, you can never be certain that the wealth you have today won’t suddenly be taken from you tomorrow.

For many individuals, focusing on shielding assets from disaster is an afterthought to making money, doing business deals and saving taxes. Unless you can predict exactly when you may be sued, asset protection is a real and very serious concern that must be addressed.

Consideration should be given to structuring your business and personal assets to protect them from unforeseen circumstances. With the increase in litigation you need to protect the family home, your investments and business assets today.

Through our support and educational programs you will become financially literate in areas that will assist you to create and retain wealth through tax planning, succession planning and asset protection strategies.

Who Needs Asset Protection?

Doctors, lawyers and many other professionals are faced with constant exposure to malpractice lawsuits. Business owners, officers and directors are all common targets of litigation these days. In addition to negligence and products liability, claims by customers, suppliers, employees, lenders and business competitors can easily lead to financial devastation. Anyone who owns rental or commercial property is a common target for a lawsuit. Real estate developers and builders must deal with potential liability from buyers and users of property on latent property defects for seven years.

Our other services include business accounting, property investment and structures, taxation consultancy, wealth creation and preservation and superannuation.

Find out more about us, who we work with, and our how we work.

Our free articles are a valuable source of advice and information.

Susan Flux, Brisbane

Since that time I known Tony and his team at Lee and Lee, they have provided me with outstanding advice and services regarding my personal, family and especially my SMSF borrowing setup for wealth creation and tax reduction strategies that have since led to financial independence.

I now very clear and feel confident on my future financial goals and taxation strategies and know they can be achieved with Tony’s expert and professional help.

Shukri Barbara, Property Tax Specialists Sydney

Tony’s understanding of the business and tax environments, together with his experience and can do attitude enables him to deliver creative solutions outside the square as much as inside, A positive thinker I find Tony inspiring, guiding clients and associates to a prosperity mindset.

Tony has impressed me with his technical knowledge and execution. He works with honesty and integrity and is generous in his dealings.

John Mu, Internet Marketing Strategist Gold Coast

Tony Lee and his team at Lee & Lee is without a doubt Australia’s number one accounting firm.

Tony has the strategies which are helping me legally minimise tax. He has helped me in my personal development and wealth creation to build a multimillion dollar property portfolio.

Asset Protection