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Estate planning is a complex and intimidating process that is essential for protecting your assets and ensuring that your wishes are carried out after you are gone. Our team of experts can help guide you through the process, supporting you to make informed decisions.

We take a personalised approach to your estate planning, working with you closely to understand your unique circumstances and goals. We are committed to assisting you to create a tax-effective plan that meets your needs and provides peace of mind for both you and your loved ones.

We can assist you with a variety of estate planning services including:

  • Developing a plan for asset protection
  • Advising on tax-effective strategies related to transferring your assets
  • Supporting you to make informed decisions about structuring your estate plan

Taxation is just one aspect of effective estate planning, which is why our team works closely with our other financial experts to provide a comprehensive service. This includes legal advisers, superannuation advisers, financial advisers and more.

Speak to our experts about our estate planning services.

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.

Meet the Experts

Speak to our experts about our estate planning services.