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Our Services

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Estate Planning

Estate planning is the process of arranging your affairs now to ensure there is an efficient and tax effective distribution of your estate after your death.


Establishing a Will is the most basic of estate planning strategies. A professionally drafted Will should ensure your estate is distributed to your beneficiaries in accordance with your wishes. In your Will you are able to:

  • Make gifts of assets or money that form part of your estate (but be careful, because some of your assets such as superannuation may not form part of your estate)
  • Establish trusts for the ongoing management of your assets for your beneficiaries
  • Appoint an executor and trustee
  • Appoint guardians (for example, to look after your minor children).

There are also other important aspects to effective estate planning which we are able to help guide you through to ensure your estate is distributed as per your wishes.

We can also help you to properly fund your estate and show you strategies which can save tax for your beneficiaries and minimise the chance of your Will being challenged. We can also advise you on how to protect your estate from being eroded by your beneficiaries being subject to litigation, bankruptcy or divorce.

 

Business Estate Planning

Business estate planning. is the process of arranging your business affairs now to help ensure there is no unnecessary deterioration or loss of continuity in your business should it lose you or one of the other owners or other key people through illness, injury or death.

A good plan should give the continuing owners the right to buy the interests of the deceased or disabled owner, and enable the departing owner or their estate to be fairly compensated for giving up their rights to the business. In this way, a business estate plan provides all owners and their spouses and families with peace of mind should the unforeseen occur. Therefore, appropriately structured insurances are integral for this process to be effective.

We can help you create an estate plan so that you and your business will be financially cared for should the unexpected happen.


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Super & SMSF

We are able to advise on all aspects of superannuation to best suit your needs.

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Debt Management

Utilising strategies to reduce debt as quickly and efficiently as possible.

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Wealth Accumulation

Providing strategies to help you build wealth and achieve financial independence.

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