Estate planning involves far more than just having a will. A robust estate plan ensures your wealth transfers smoothly and is taxed effectively for your intended beneficiaries. Essentially it comes down to three questions: What do I have, who do I want to have it, and what will the implications be for that person?

As your accountant, we’re in a unique position to have a full picture of your financial affairs as well as having expertise in tax and business considerations.

Asset Mapping

Determining your asset pool isn’t easy when the business structure are complex or substantial. We developed a clear picture of who owns what and where.

Asset Protection

We make sure our clients have the right business and investment structures to take advantage of tax minimisation and asset protection strategirs.

Succession Planning

If you have a business, succession planning may be an important element of your overall estate plan. We help you develop exit strategies, make informed decision s about structuring and tax implications and work towards the most beneficial end result for all.

Dealing with ATO

We make sure ATO responsibilities are met and paid on time. We also make sure tax liabilities are minimised using all the legal strategies at our disposal.

Beneficiary Advice

We can provide tax advice to beneficiaries and help them with the administration requirements of companies, trusts and SMSFs when someone passes.

Entity Setup

We can help you establish trusts, companies and SMSFs and take care of their ongoing tax and administration requirements.

SMSF Services

If you have a SMSF, you may have some extra requirements to consider in an estate plan. Our SMSF specialist can work with your lawyers to ensure control of the Fund and payment of benefits occurs per your wishes.

Support for Lawyers

We work with estate planning firms as expert advisors in complex and challenging situations. If you think you may need a tax or structuring perspective for your client, we are happy to assist.

Our main services.

Tax Compliance and Strategy

Complying with tax regulations are part and parcel of running any business but can easily become a time consuming headache for business owners and managers.

Payroll and HR

At all times you are informed, have oversight of all payments and processes and may make changes as required though face to face or virtual meetings.

Management Accounting

We are ready to work with you to analyse your business performance and develop strategic methods to make great profitable changes.