The Corbetts approach to wealth creation is designed to 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 that reduce your tax liability

  • Self-managed super fund administration

  • Tax minimisation

  • Cash flow budgeting and forecasting

  • Debt review and restructuring.

 

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 a challenging process and therefore delay or avoid it.

At Corbetts, we are experienced in dealing with diverse and complex family circumstances. Our approach minimises negative taxation and ensures your goals and objectives are met.

Cash Flow, Tax and Debt Management

Cash flow, tax, and debt management are 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 accurate and up-to-date advice you deserve to manage all three of these key wealth creation areas.

 

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. An SMSF is suited to DIY investors who prefer making their own investment choices rather than leaving it in the hands of others.

Not only can Corbetts help you establish your SMSF, but we can also provide you with accounting and taxation support that helps you meet the necessary legal requirements.