The Corbetts approach to wealth creation is designed to help you protect and grow your personal wealth.

Building a secure financial future requires careful and thorough planning by skilled professionals. Corbetts can provide you with the support and advice you need to reach your financial goals..

 
 

Wealth Services
We offer a number of services including:

  • Asset and wealth protection
  • Estate planning
  • Succession planning including how to exit your business, pass it on to the next generation, or simply reduce dependency on the business owner
  • Superannuation strategies to reduce your tax liability
  • Self managed superfund administration
  • Tax minimisation
  • Cash flow budgeting and forecasting
  • Debt review and restructuring

Cash Flow, Tax and Debt Management
Management of cash flow, tax and debt is crucial to any successful wealth creation strategy. If your cash flow is poor your business will suffer. If your debt is not structured correctly you could be missing out on tax savings. Finally if you’re paying too much tax, you are progressively reducing your wealth. The Corbetts approach will make sure you receive the advice you deserve to manage all three of these key wealth creation areas.

Protecting and Transferring Your Wealth
Planning for your retirement and ultimate transfer of assets and wealth to family members is what’s known as “succession and estate planning.” Most people think that it’s never an easy process and therefore delay or avoid it. At Corbetts we are experienced in dealing with diverse and complex family circumstances. Our approach ensures that any negative taxation consequences are minimised and that your goals and objectives are met.

Self Managed Superannuation Fund Administration
A self managed superannuation fund (SMSF) is your own personal superfund that gives you total control over how your superannuation benefit is invested. A SMSF is suited to DIY investors who prefer to make their own investment choices for their retirement rather than leaving it to be invested by others. Not only can Corbetts help you establish your own SMSF, we can provide you with the accounting and taxation support to ensure that you meet all necessary legal requirements associated with a SMSF.