Estate Planning Expertise
Estate planning is an important element to consider and it involves ensuring that upon death, the appropriate assets go where the clients desires them to, when they intended them to, in the most tax effective manner.
Other Considerations
Other important considerations include whether there are sufficient assets to meet any future liabilities upon death, transfer of ownership and control of those assets pass to the appropriate person, entity or beneficiaries at the right time.
Focus on Your Business
You didn’t create a business to worry about your accounts, that’s what we are here for. Our services remove the stresses of accounts and allows you to focus on what matters most to you, your business. We are advisors first, doing our bit to get you ahead in your finances. If you are looking for a professional to talk to about your next money step, we are the team for you.
Different types of Estate Planning services on offer include:
Wills
We are happy to help you with the very important matter of creating a will
Superannuation
We can match your superannuation with your estate planning to get the most out of your investment.
Testamentary Trusts
A will may contain more than one testamentary trust, and may address all or any portion of the estate.
Powers of Attorney
We can be the person authorising the other to act as the principal, grantor, or donor.
Trustee and Executor
The role of executors and trustees is different, even though they may be the same people, ask us how we can help.
For more on our accounting and advisory help, call +61 400 355 045