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Business & Investment Structures

It is essential for you to properly plan your business structure when entering a new venture. A major component of this planning needs to focus on selecting the right business structure for your specific business and personal needs. Cleary Hoare understands the importance of these decisions and our specialisation in this area has led to the development of market leading structures to accommodate the needs of our clients.

When choosing the correct business structure, it is important to make sure that it has the following attributes:

  • Retention and protection of the new or acquired assets

  • Isolation of the new venture risk from existing assets

  • Capacity to obtain the best taxation/revenue results

  • Flexibility

  • Simplicity

Due to regular changes in legislation which affect the way you do business, Cleary Hoare suggests that the most important attribute of a business structure is its flexibility. A flexible structure will, more often than not, lead to stronger capital protection and better taxation/revenue results.

Available business structure and investment structure options include:

  • Unit Trusts

  • Hybrid Unit Trusts

  • Discretionary Trusts

  • Companies/Limited and Proprietary Limited

  • Superannuation Funds

  • Testamentary Trusts

  • Bloodline® Trusts

  • Limited Partnerships

  • Absolutely Entitled Trusts

  • Negative Gearing Trusts

  • Main Residence Trusts

  • Managed Partnerships

  • Alchemy Warrants

  • Joint Ventures

  • Venture Capital Agreements

Many of these business structures and investment structures have been created by Cleary Hoare to meet specific client needs and have proved robust and useful in other applications.  Some of them are unique to Cleary Hoare as we are a pioneer in business structures and investment structures for private business clients.

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