EPI-centre can assist in structuring your business and personal assets for preservation from creditors, ‘predators’, divorce, dementia, and litigation. We can also ensure your desired and controlled delivery of your accumulated wealth to your chosen beneficiaries when your time passes.
EPI-centre

EPI-centre has emerged from within an ethical and long-established firm, possessing a deep, fundamental understanding of family business and taxation.

Asset protection, succession and estate planning frequently asked questions

Australia has increasing levels of litigation, complex tax rules and evolving intergenerational wealth transfer challenges. Without proper planning, more families and business owners are exposed to financial and legal risk.
EPI-centre is based in the Hunter Valley region, NSW, and works with clients across Australia, including remotely.
Yes. We collaborate with your existing accountant, lawyer or financial adviser to ensure strategies are properly implemented across all areas.
We review your current situation, including business structure, assets and family arrangements, and identify potential risks and opportunities for protection and planning.
Yes, but it requires proper structuring. Without planning, assets may not always pass exactly as intended due to tax rules, legal claims or estate challenges.
A succession roadmap is a structured plan that looks at how your assets are currently held and how they can be transitioned safely to the next generation.
Succession planning is preparing for how your business, assets and wealth will be managed or transferred in the future, including retirement, incapacity or death.
Business structuring is choosing the right legal setup (such as a company or trust) to operate your business in a way that manages risk, tax and asset protection.
Yes, especially if your trust was set up years ago. Changes in family structure, business operations or legislation may mean your trust is no longer suitable or effective.
A family trust is a structure used to hold and manage assets for the benefit of family members. It can provide flexibility, tax planning opportunities and asset protection benefits when structured correctly.
Yes. Clear planning can reduce uncertainty and help prevent disputes between family members or blended families after someone passes away.
Without proper planning, your assets may not be distributed as intended and can be subject to delays, disputes or unexpected tax outcomes.
No. A will is only one part of estate planning. A full estate plan also considers superannuation, trusts, business structures and tax implications.
Yes, in some cases. Depending on how your business is structured, personal assets such as your home may be exposed to business-related claims or liabilities.
The best time is before a problem occurs. Once a claim or dispute arises, it may be too late to restructure effectively.
Asset protection is the process of structuring your business and personal assets to reduce exposure to risks such as lawsuits, business failure, divorce or financial claims.
No. Asset protection is not just for high-net-worth individuals. If you own a home, run a business, have superannuation or investment assets, you may already have exposure to risk.
We work with business owners, tradies, mine contractors, farming families, investors and individuals with property, superannuation or business assets they want to protect and pass on effectively.
EPI-centre provides strategic advice in asset protection, succession planning and estate planning. We help business owners, families and investors structure their assets and businesses to reduce risk and protect long-term wealth.