Everyone is unique and has their own needs, goals and objectives. Our experienced team will ensure they clearly understand what is important to you, before we develop and agree a PLAN to achieve what you want.
By its very nature the entry of a loved one into Aged Care is an emotional time. This emotion can cloud decision making in even the most rational of people. It also doesn’t help that on top of finding and securing a place within a comfortable facility, Aged Care funding rules and regulations are now some of the most complex you will encounter in your financial life.
Information can be hard to come by and is often fragmented, or provided selectively by a source with a particular agenda.
Aged Care fees are particularly complex and may include:
As an accredited Aged Care Specialist, Ted Robson can explain the various fees, charges and tests involved and help determine the best solutions for your family based on your specific circumstances.
What is the correct structure for setting up a new business? Should it be a company, a discretionary trust, a unit trust, a partnership or even a sole trader?
Each of these structures have different outcomes from a taxation, asset protection and personal liability viewpoint. We consider your plans and your individual circumstances when setting up the business structure that is right for you.
Lanyon Partners is registered as an ASIC agent. We also have close relationships with service providers who can efficiently provide the relevant legal documentation for establishing new entities.
Our service includes the arrangement of tax file numbers, ABN and GST registration and WorkCover and PAYG registration if applicable.
From time to time changes to legal documents may be required and we are able to make the necessary arrangements.
In most cases the principle of “buyer beware” applies when acquiring an existing business from a third party. In order to reduce the risk associated with these transactions, it is important to conduct appropriate Due Diligence to ensure that all relevant matters are disclosed before making a decision to proceed.
The Lanyon Partners team includes many professionals with decades of experience in assisting clients with these important decisions. We are skilled in investigating and reporting on proposed business transactions and in working with our clients to make sure that the right business decision is made.
Passing away without a valid Will can mean your assets are held up for months or years as the Courts decide who is entitled to your benefits.
Whether you need a comprehensive estate plan for a complex family group or you simply want to make sure that your affairs are handled by a trusted friend or family member should you be unable to do so, Lanyon Partners Legal will help ensure your Wills, Powers of Attorney and Guardianships reflect your current wishes.
Lanyon Partners has been building wealth for our clients for almost 50 years.
Our advisers are able to draw on a range of investments to tailor the most suitable portfolio for each client’s situation.
It’s one of the most common questions clients have: “How much is enough?” Just as soon as this question is answered, another pops up: “How do I get there?”
Lanyon Partners Financial Advisers are specialists in helping clients understand what is required to fund individual retirement goals and can draw on a range of strategies and investment solutions to ensure you can live the retirement you deserve. What is for certain is it’s never too early to start.
At Lanyon Partners, we work closely with our clients to consider and implement short and long term strategies so you are positioned to meet your financial goals and preserve your wealth.
In planning for the future it is essential that estate planning and succession planning issues are properly considered.
What does a business owner do when they have reached normal retirement age with no future plans for the business? What happens if a serious illness occurs at an earlier age and an urgent decision on the future of their business is required?
These types of situations require orderly planning for business succession. Considerations may include:
In providing a comprehensive service we make recommendations in areas including:
We enjoy working with our clients in planning and protecting them in these situations.
With recent research indicating that less than half of Australians currently working will have sufficient savings to support a ‘comfortable’ retirement, ensuring you have the right superannuation arrangements for your situation is more important than ever.
Common superannuation options include:
Self-Managed Super Funds (SMSFs) – For clients with larger superannuation balances we often recommend an SMSF to take advantage of cost benefits and provide even greater investment control and flexibility.
If you have a larger balance, specific investment needs or just a desire to have more control of how your super is invested, a Self-Managed Superannuation Fund (SMSF) may be the best vehicle to achieve your goals.
A team of Lanyon Partners Specialists can provide a TOTAL SMSF SOLUTION, from set-up and contributions, to investments and strategic planning, accounting, audit and compliance needs.
With over 500,000 funds and rising, SMSFs are a popular solution for Australians to build wealth for retirement, but the extra freedom comes with extra responsibilities that you can’t ignore (the ATO says so). Contact one of our SMSF experts to discuss if this is the right option for you.
How much should you pay to acquire a business? What is a fair price and what conditions should be considered when buying or selling a business?
We have a substantial group of professionals with experience in many industries. We can utilize this experience in preparing expert valuations and provide further advice to our clients relating to these important business decisions.