How you hold your wealth matters almost as much as how much you have. The right structures — across super, investments, trusts, companies and property — can protect your assets, reduce your tax and ensure your wealth transfers efficiently to the next generation. At Indigo, wealth structuring is part of every client relationship.
Mapping out
Financial Freedom
A dollar held inside superannuation in pension phase is tax-free. The same dollar held in your personal name might be taxed at your marginal rate. A family trust can split income across multiple beneficiaries. A company structure can provide asset protection. The difference between a well-structured and a poorly-structured wealth position can be tens of thousands of dollars over a lifetime — and that’s before considering the estate planning implications.
Mapping out
Financial Freedom
More complex structures are not always better. The right structure is the simplest one that achieves your objectives. Part of our role is helping you cut through the noise — identifying where structural changes will genuinely benefit you, and where they won’t.
Who this is for
Ready to get started?
Book a consultation to review your wealth structures with Dean.