Proper business and asset holding structures have considerable intangible benefits for SMEs. Take advantage of our comprehensive understanding of how these structures interact with accounting, taxation and legal environments.
Circle Advisory Partners can help you with:
- Recommendations on the suitability of various legal entities (e.g. discretionary trusts, unit trusts, companies, joint ventures, partnerships)
- Legal structures that are tailored to a client’s circumstances & objectives
- Trust deeds that are prepared in-house by a qualified legal practitioner
Circle Advisory Partners can advise you on the options available as you structure a business or your individual affairs.
Our team can also provide advice on roles and responsibilities for each relevant structure, allowing for proper succession and estate planning.
We work closely with legal specialists that assist organisations like yours by establishing trusts, company structures and super funds. Our professionals tailor the deeds carefully to individual entities and circumstances, ensuring that structures are compliant and fit for purpose.
Our legal partners can also provide advice on roles and responsibilities for each relevant position, allowing for proper succession planning.
Our legal specialists can help you with establishing:
- Trusts
- Companies
- Super funds
- Not-For-Profit organisations
- SMSF borrowing documents
- (Limited Recourse Borrowing Arrangements, Custodian Trusts, Loan Documents)
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