Property & Investment

Strategic Structures for Property and Investment Success

At the heart of successful wealth creation is a well-considered structure. We specialise in helping individuals, families, and business owners establish and manage family trusts, property trusts, and corporate entities tailored to their investment goals.
Whether you're acquiring residential or commercial property, building a diversified investment portfolio, or planning for intergenerational wealth transfer, our approach ensures your structure is:
• Tax-effective
• Legally compliant
• Asset-protective
• Flexible for future growth
We bring deep expertise in navigating the complexities of trusts, companies, and investment strategies. Our advice is grounded in practical experience and aligned with current regulatory standards, giving you confidence that your structure supports both short-term outcomes and long-term financial security.
From initial setup to ongoing management, we work closely with you and your advisers to ensure every element—from trustee arrangements to beneficiary planning and corporate shareholding—is optimised for performance and protection.

New Company Setup Checklist  


Call Visionary Advisors on (02) 4926 7100 to discuss your options.

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