Manufacturing Businesses

Client:Manufacturing Business, Medium Sized, Trading for 50 years
Objective: Wealth Creation and Asset protection

Bob has run a successful manufacturing business for many years. So when an opportunity came up for Bob to make a major investment in some advanced equipment that allowed Bob to automate part of his manufacturing process to keep his business competitive and stay ahead of his competitors, he jumped for it. CP1 helped Bob structure both the purchase of the equipment in a structure that provides Bob protection for this valuable equipment, and the associated working capital that Bob was putting into the purchase.

Using a separate entity to house this valuable equipment and hire it to the business entity provides a layer of additional protection against creditors of the operating business.

We also assisted Bob with protecting his capital injection into the business with a secured loan agreement over the business assets.

Structuring this major investment in this way has provided Bob with the peace of mind to be able to get on with business.

Services provided:

• Tax compliance and advisory
• Self Managed Super Fund

Speak to one of our team about how we can help you to structure your business affairs more effectively on 1300 360 186.

This case study is not intended to imply advice to your own situation. Please speak to us to understand your financial needs, objectives and circumstances.