Estate Planning Tax

Transferring wealth to the next generation can be a complex process, involving a range of financial, legal, and tax considerations.

Our team helps families navigate the challenges of transferring wealth across generations, ensuring assets are protected and structured appropriately for the next generation.

We can support you in developing a customised plan that meets your specific needs and goals in a tax-effective manner.

If you have been appointed as the executor of a deceased estate and need expert guidance on tax compliance matters, our team can help. As the executor of a deceased estate, you are responsible for ensuring that all tax returns and other obligations are completed properly. This can be a complex and time-consuming process, especially if the estate has tax obligations.

Our services for deceased estates assist you with:

• Preparing and lodging the deceased’s final individual tax return
• Lodging any required estate tax returns
• Assisting with the allocation and distribution of assets in accordance with the terms of the will or testamentary trust
• Advising on strategies to minimise taxes and other costs related to transferring the assets of the estate
• Representing the estate before the Australian Taxation Office (ATO) in matters related to audits, appeals, and collections

With our services, you can have peace of mind knowing that the deceased estate’s tax affairs are being handled by experts.