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We offer fixed-fee services, so you know what it will cost before you begin
Our Business Structuring and Asset Protection services include:
Business structuring and asset protection starts with choosing the right entity. Incorporate a company as your primary trading entity to benefit from the low corporate tax rate, and limited legal liability.
Establish a Discretionary Trust (also known as a Family Trust) to give you the greatest possible flexibility to minimise your overall household tax liability from year to year. Set up an Investment Trust to acquire valuable assets, either on your own or with other co-investors.
Evaluate key sources of risk and manage them appropriately through smart legal structuring, entering into bulletproof contracts with customers/clients and other third parties, and taking out appropriate insurance.
Protect valuable business assets (such as Intellectual Property) from trading and other risks through dedicated asset holding entities which grant leases or licenses to trading entity.
Quarantine personal assets (such as real estate or other investments) from business risks by moving them into no-risk or low-risk ownership structures within the family unit.
Implement loan arrangements between related entities (usually owned by the same person or family) to lock away cash or equity held in valuable assets and protect them from business and insolvency/bankruptcy risks. A commonly adopted structure is a gift-and-loan-back arrangement to protect equity held in the family home or other real estate assets.
Create long-term wealth by making smart structuring, tax, and asset protection decisions which are geared towards achieving long-term objectives, such as becoming financial independent, or retiring at a specific age.
David has been one of the best decisions we’ve made so far in our business. I highly recommend David to anyone who’s looking for peace of mind when it comes to protecting your business and assets.
David has been exceptionally reliable and responsive as my lawyer. David has an immense understanding of the latest technology and how to protect your business and endeavours as you grow.
David has been a trusted lawyer for Vantari VR since its inception. With an eye for detail as well as a personable manner, David is the ideal legal advisor for any growing business.
David was an exceptional asset when I started up my first business. My business wouldn’t be thriving today without his help. I couldn’t recommend a better legal practice.
David helped us franchise our business and was a pleasure to deal with. David was always available and very easy to contact whenever we needed him. We highly recommend his services for all business related legal advice.
We service businesses small and large in all industries and sectors, including but not limited to, health and ageing, science and technology, blockchain and cryptocurrencies, professional services, financial services, retail and consumer products, manufacturing and industrial services, and property and real estate.
We generally charge fixed fees. What we charge is highly transparent as we recognise the value of cost certainty for any business. Unlike most lawyers, you won’t incur costs simply speaking to us about your business.
Our business lawyers have firsthand business experience, unlike most commercial lawyers. When engaging with us, you’ll only deal with senior lawyers and not juniors or paralegals. We are also experts in various niche areas so our lawyers will not have to reinvent the wheel.
We are a full-service commercial and corporate law firm. However, we specialise in servicing certain types of clients, including:
– Entrepreneurs and Inventors
– Doctors, Dentists, and Health Service Providers
– Financial and Professional Service Providers
– Technology Providers and Services
– Crypto Project Founders and Exchanges
– High Net Worth Individuals and Family Offices
Our lawyers are highly experienced practitioners with real experience launching, running, scaling and selling businesses. Our core value is providing insights from our experience and identifying and addressing legal risks that we have dealt with many times before.
The first step is to have an initial free consultation with one of our senior lawyers. We will then prepare a scope of work and a fee proposal for your consideration. If it is acceptable to you, we will send you engagement documents for digital signing before we commence work on your matter.
Our firm was established in 2017. Collectively, our lawyers have over 40 years of experience in law and business.
We offer free initial consultations for all clients.
One of our senior lawyers will be your primary contact person. There may be other lawyers involved, depending on the size and complexity of your matter.
Reach out to us to book in a free initial consultation, and one of our senior lawyers will guide you through the process of engaging our firm.
We service clients Australia-wide and overseas.
By law, all communications between you and our firm are protected by legal professional privilege, whether or not you formally engage us to act on your behalf. We are legally bound to maintain full confidentiality of all things you discuss with us.
Depending on what type of client you are, or what industry you operate in, our Client and Industry pages may contain case studies and examples of the successes we have assisted our clients to achieve.
Book a free consultation with us and let’s talk about how we can help your business succeed and stay competitive in the market.
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Creo Legal ABN 86 619 924 391
Based in Brisbane and Melbourne, servicing clients Australia-wide.
Liability limited by a scheme approved under Professional Standards Legislation.
Consulting services provided independently by Creo Strategy ABN 60 668 411 247.