• Changing Accountants

    Change to a Service Focused accounting firm today.
    It is easier than you think.

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  • Why Choose Us

    We don't grow if you don't grow.

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  • Taxation

    Our tax knowledge is extensive, allowing us to provide
    the highest level of technical advice.

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  • Business Advisory

    We are commercially driven, working with businesses
    in startup, growth, maturity and succession phase.

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  • Superannuation

    We provide detailed advice relating to SMSF, including
    structuring, contributions, allowable investments and
    income streams (TRIS, Pensions & Lump Sums)

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Succession and Estate Planning

Succession

For business owners, a plan for succession of ownership is essential and providing a process of business continuity for you and your customers or clients is essential. To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.

  • Preparing your business to sell
  • Assisting in the sale of the business
  • Passing your business on to the next generation
  • Tax planning, including minimising capital gains

Estate Planning

Although an unpleasant task, estate planning is one of the necessities of life. It is important to know that your hard earned assets will be dealt in a manner that you would have wanted.

  • Meeting to discuss objective for your estate
  • Assisting with legal process in relation to:
    • Wills
    • Testamentary trusts
    • Enduring power of attorney
    • Binding death nominations
  • Taxation of Estates
  • Estate distribution
  • Advising of Executor and trustee of their duties

Back to Services

Taxation
Business Advisory
Accounting & Compliance
Corporate Secretarial
Superannuation
Succession & Estate Planning
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