Structure Planning

Are you set up for future success?

With the right structures in place, you can grow, pivot and scale while protecting your assets and maximising your returns.

From new business ventures to complex investment portfolios, we’re here to guide you every step of the way.

With our help, you’ll make informed decisions that protect your assets and support your long-term success.

Ideal for

  • New business owners
  • Established businesses
  • Investors

Guiding you through

  • Tax minimisation and asset protection
  • Maximising financial flexibility
  • Planning effectively for the future, including succession and exit strategies.

You will gain

  • Tax optimisation

    You’ll achieve the most flexible tax outcomes across your portfolio and avoid being hit with tax penalties you didn’t see coming.

     

  • Clarity

    With the right structure, you’ll have clarity on every future investment you make and how it fits into the bigger picture.  

     

  • Flexibility

    A structured investment portfolio that can grow with you and provide options for succession planning, exit strategies and building your empire. Adapt your structure as your business or investments grow and change.

  • Peace of mind

    Your personal and business assets will be given the best protection possible.

     

Always only one call away

Let us show you. Book Today

Frequently Asked Questions

Investors and life or business partners as required.

1. Review your current structure needs and objectives with you

2. Consider, research and compare all available portfolio structure options for you

3. Prepare a business structure advice report for you, which includes:

  • Purpose of the report
  • Current situation
  • Objectives and concerns
  • Our recommendations and why
  • Action plan for the creation of your recommended portfolio structure
  • Diagram of your recommended portfolio structure

Simply book an appointment through our website or head over to the contact us page if you prefer to phone us.

50% up front and 50% on completion

Pricing starting from $750:

  • Bronze: up to 3 entities
  • Silver: up to 6 entities
  • Gold: over 7 entities

Testimonials

With Lighthouse’s help I’ve successfully managed to pivot and add Dip It to my business portfolio. Despite the complexity of my businesses, partnerships, sponsorship deals and real estate investments I now feel clear on my structure and I can focus on growth.

  • Are you ready to set yourself up for success? You’re only one call away from building the right strcuture for your portfolio.


    Schedule a call.

You may also be interested in …

Planning & Advisory

Self Managed Super Funds

Tax & Accounting

Start-Ups