Secured Equity Solution [At-Risk Individuals]

Australian Capital Territory
New South Wales
Northern Territory
Queensland
South Australia
Tasmania
Victoria
Western Australia

Create this legal Document

Contact us to create this legal document.

Full Service

We create a bespoke document based on
your instructions.

From:

A$

4600

Lawyer Assisted

Create the document yourself with 30 mins help from a lawyer.

A$

4600

Lawyer Assisted

Create the document yourself with 30 mins help from a lawyer.

A$

4600

Lawyer Assisted

Lawyer Assisted is not yet available for this document.

Most Popular

Self Service

Create the document instantly yourself by entering the key details.

A$

Most Popular

Self Service

Create the document instantly yourself by entering the key details.

A$

Self Service

Self Service is not yet available for this document.

Thank you! Your message has been received!
Oops! Please check your details and try again.

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

No items found.

HOW DOES THIS STRATEGY PROTECT EQUITY?

The Secured Equity Solution [SES] provides asset protection by effectively converting the at-risk individual’s equity in their valuable assets to a liability owed to a special purpose protection trust (Protection Trust).

Once implemented, the value of the at-risk individual’s equity becomes a loan from the Protection Trust to the individual and the at-risk individual’s valuable assets secure the repayment of that loan (e.g. registered mortgage and/or registered security interest).

In the event that the at-risk individual is sued and a creditor obtains a favourable judgment, the equity secured by this strategy will usually be unavailable to satisfy that judgment.

Important: This Strategy should only be implemented after obtaining legal and accountancy advice.

Potential disadvantages include:

1️⃣ Bankruptcy clawback provisions may apply;

2️⃣ Eligibility for small business concessions may be affected; and

3️⃣ Existing banks/lenders may require a Deed of Priority.

Test your knowledge and get a discount for this document: take the .

Enter the code WHen you pay full price to Purchase one of the following Self Service documents:

No items found.

Re-Enter the code at checkout each time you buy the following documents to get a discount:

No items found.

Resources

What clients say

swipe left or right to view more testimonials
An illegal website is trying to use our name [a US-hosted duplicate of the entire business eCommerce Website] to gain advantages and scam customers. All the major search engines ignore it. James has initiated a DMCA takedown and will resolve the issue within one week. [Details Added for Clarity]. He understands how things work and knows the reason behind the issue.

Alex Ch. | DMCA Takedown Notice ➲ U.S. Online Copyright Infringment

,

Google

8

Jan 2024

Great service by james, very quick and minimal charges, glad to find Blue Ocean Law Group online. Definitely recommend to anyone and everyone for online law services. Thanks JAMES.

Mohar Singh

25

Oct 2023

After having received outrageous quotes from other firms, and wasting my money paying what I wasn't meant to pay, I finally found Blue Ocean Law Group online. Real people, solved my problem with empathy, communication, honesty and above all, professionality. A special thanks to James Ford. I will definitely keep this law firm in mind for any further issues, and highly recommend them if you want problems solved!! Thank you.

Wally Trotta

,

Google

15

Oct 2023

James is very helpful and patient with explaining the details. I look forward to working with you again in the future.

Ribbon Hime

11

Oct 2023

blueocean.law has awesome legal docs + legal wizards/services on its website! Especially its FREE U.S. Non-Immigrant Visa Application Legal Wizard [Global] which is right on point for my current business needs.

Aadeel Khan | U.S. Based SaaS Entrepreneur

15

Sep 2023

Meeting with James was a pleasure, I experienced something truly exceptional, and I can't help but share my enthusiasm through this review. The service I received was impeccable. James was not only highly professional but also genuinely friendly, making me feel like a valued client throughout that moment.

Ashraf Said | Justice of the Peace ➲ Accountant in Ingleburn (NSW) [1 of 3]

25

Aug 2023

blueocean.law's website is an incredible treasure trove of information! The depth and clarity of the content provided are truly impressive. It's evident that a lot of effort and expertise has gone into curating such a valuable resource. Thank you for creating a platform that’s engaging and very informative. Highly recommended.

Ashraf Said | Justice of the Peace ➲ Accountant in Ingleburn (NSW) [2 of 3]

25

Aug 2023

They were very knowledgeable and provided me with valuable information. Attention to detail was not limited, yet without sacrificing substance for style. In conclusion, our meeting provided an unforgettable experience, and the knowledge that I received was something truly remarkable. Highly recommended.

Ashraf Said | Justice of the Peace ➲ Accountant in Ingleburn (NSW) [3 of 3]

25

Aug 2023

This thought-provoking article underscores the often overlooked yet profoundly important aspect of estate planning – the ethical will or legacy letter – adding depth and significance to the process of passing down not just assets, but personal values and wisdom.

Penny McCreery | Lember & Williams | Lawyers In Caboolture #2

8

Aug 2023