Our Services

Tax Management & Compliance

Bellmonts can assist in minimising your tax – developing customised and specialist strategies that put you in the best possible financial position.

Asset Protection & Business Structuring

Asset Protection

Asset protection is the use of effective legal strategies designed to protect your business and personal assets. Insurance may only take away the risk in certain business circumstances. If you have assets in your personal name, they could be at risk. Any lawsuit from a creditor or a disgruntled former employee for the non-payment of a debt (knowingly or unknowingly) may cause business owners undue stress and possibly significant losses. It is prudent to have a reliable and effective asset protection strategy in place so that you can continue to accumulate your wealth and achieve your financial objectives.

Business Structuring

It’s important to keep any valuable business assets in a separate entity, not held by your trading entity, so that you still have the business assets available to continue operating, should the trading entity be wound up. Any factory, office or property should also be safeguarded in this manner.

Once the assets of the business have been protected, it is important to consider what legal agreements should be put in place between shareholders and directors.

A shareholder’s agreement is a legally binding contract that exists between the shareholders and directors of a company. The shareholder agreement outlines the key operations and management of the company. It details various aspects, including:

the roles and responsibilities of shareholders and directors;
how directors will conduct board meetings;
entering and exiting the company; and
how important decisions of the company will be made.

If you are setting up a company that will have more than one shareholder, it is important that you draft a shareholder’s agreement. Importantly, you want to tailor this agreement to the best interests of your company and likewise consider the future goals of the company. A shareholder’s agreement will also assist when a dispute arises between directors and/or shareholders.

Family Wealth Transfer

Managing Your Wealth For Today And Tomorrow

Bellmonts practice an innovative and relationship-based approach in developing purposeful asset protection strategies, which ensure that any wealth that is accumulated can be passed on to the next generation and that will be protected from future external family entrants.

There are four issues that impact inter-generational wealth transfer:

Structures used to protect/hold family wealth;
Personal relationships with people outside the family;
Wills; and
Estranged family members

Should you require any assistance in relation to the effective transfer of family wealth please contact us.

Business Advisory

Shaping every facet of your business growth through proactive planning and market intelligence.

Asset Acquisition

Bellmonts provides advice that will assist you to purchase your business & personal assets. By introducing you to our extensive network of finance brokers, financial planners, stockbrokers and bankers, you will be provided with expert information that will place you in a position to make informed decisions about how to effectively purchase the asset that you require.

Prior to making an asset acquisition decision, please consult with us.

Looking to Learn How We Can Help?

Our discovery sessions are a chance to assess market opportunities for your business – advising you on the best pathways to achieving your long-term financial goals.

Book Your Discovery Session