The Power of Proactive Family Wealth Protection Planning

Proactive planning is your best defence for the current and next generations of your family against threats of:

• Bankruptcy

• Creditors

• ATO, ASIC and other government entities

• Family law

• Family provisions claims - 60% of all Wills are now contested - will yours

• Business failure

• Company Director actions

• Litigation exposure and expenses

By understanding the risks and implementing robust family wealth protection strategies, you can ensure that your family wealth remains intact for future generations of your bloodline. This involves:

1. Strategic Structuring: Utilising family protection trusts, corporate entities, waterfall Wills, testamentary trusts, SMSFs and other legal structures to shield your assets from creditors, ex-spouses, estranged family members and litigators.

2. Succession Planning: Have a clear and enforceable plan for the transfer of your assets through these structures, ensuring continuity and reducing the likelihood of expensive litigation.

3. Annual Review: Stay informed about changes in laws and economic conditions, and adjust your strategies accordingly.

4. Professional Collaboration: Work with a team of experts—SAPEPAA Advisers and LY legal —who understand the intricacies of family wealth protection.

Embracing the Mindset of a Legacy Builder

Becoming a Legacy Builder is more than just a financial strategy; it’s a mindset. It’s

about taking responsibility for your family’s future and making informed decisions to protect and grow your wealth. SAPEPAA Legacy Builder portal provides you with the knowledge and tools needed to safeguard your assets, but the real challenge lies in the execution. Go to www.sapepaa.org.au and become a Legacy Builder for no cost - learn about Family Wealth Protection from the best.

Act Now, Secure Your Family's Wealth

The threats to your family wealth are real and ever-present. Waiting for a crisis to act is a recipe for disaster. The time to protect your family’s wealth is now, before the

bad stuff happens. By taking proactive steps today, you can build a fortress around your assets, ensuring that your hard-earned wealth remains with your family for generations to come. Don’t leave your family’s future to chance—act now and secure it.