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Your Asset Test

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Asset Protection is about protecting your Assets, Family, Home and Personal well-being:

 

Are you certain your 'Tax deduction' entitlements are being maximised to help you minimise your tax liability?

Should 'Legal action' be taken against you, are you sure your Family Assets are protected from Creditors?

How educated are you on 'Property':- Location, Occupancy Rate, Freehold, Best Use, Body Corp,  Contracts?

Is your 'Mortgage' best structured to reduce payments and interest?

Is your 'Mortgage' best structured to maximise tax deductions and to pay off your debt quicker?

Is your 'Mortgage' best structured to manage your budget and pay off your debt quicker?

Off Work due to an Injury or Sickness, how long will your savings, sick & holiday leave cover your ongoing 'Income' needs?

Does your 'WILL' distribute your estate in the most tax effective way and to the correct beneficiaries?

Does your ‘Will’ protect your estate and beneficiaries from attacks by former spouses, bankruptcy or business risk?

Will your Investments, Properties, & Superannuation provide sufficient funds for your 'Retirement income' needs?

Should you 'die' tomorrow can you payout your family debts and leave an ongoing income to retirement for your family?

'Totally Disabled' tomorrow, can you payout your family debts and provide an ongoing income for you & your family?

Do you have a 'Trust' and/or 'Company' you utilise in business or investments?

 

 

 

Michael Lobodarz, Authorised Representative (no. 256607), Director of BDM Financial Services Pty Ltd ABN 53 115 925 141, Corporate Authorised

Representative (no. 319619) of, The Financial Link Group Pty Ltd., ABN 12 055 622 967 Australian Financial Services Licensee (no. 240938)

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