Ownership Structures and Tax Implications

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Ownership Structures and Tax Implications

How your assets are owned — whether personally, jointly, or through a trust or company — will affect how they’re treated in your estate. There are also tax consequences that can vary significantly depending on who receives your assets and how they’re paid (e.g. lump sum vs pension).

For example:

Our team works with your accountant and legal representatives to ensure your estate plan is not only structured according to your wishes but also optimised for tax efficiency.

Speak With Us

Estate planning is not just about having a will — it’s about ensuring that the right people receive the right assets in the most effective way. At Squared Financial Solutions, we can help you create a tailored estate plan that gives you peace of mind and protects your family’s future.

Book a consultation today to begin developing an estate plan that’s right for you and your loved ones.

How We Help

Your Squared Financial Solutions Adviser will work closely with you to:

Understand your current financial and personal situation
Identify the types and levels of cover that suit your needs
Explore appropriate funding options, including cover held inside or outside of superannuation
Tailor an insurance strategy that fits seamlessly within your broader financial plan