What we help you with
We advise on estate structuring, testamentary trusts, power of attorney coordination, intergenerational wealth transfer, and multi-year tax strategies that optimise your position across all entities and family members.
Estate & Long-Term Planning
Estate & Long-Term Financial Planning
Plan for the future with confidence. We help you structure your estate and develop long-term tax strategies that protect your family, preserve your wealth, and ensure your wishes are carried out.
What we do
What’s included in Estate & Long-Term Planning
We help you take a long view of your finances, ensuring your estate and tax strategies work together to protect your family and preserve your wealth.
Who this is for
Individuals and families with significant assets, complex structures, or specific wishes about how their wealth should be managed and distributed over time and across generations.
How the engagement works
We work alongside your solicitor and financial planner to ensure your tax, estate, and wealth strategies are fully aligned. We start with a review of your current arrangements and identify gaps or opportunities.
Estate Planning
Coordinating your financial affairs, structures, and documentation so your estate is distributed according to your wishes with minimal tax impact and family dispute.
Long-Term Tax Strategies
Multi-year tax planning that considers your full financial picture — income, investments, super, and family — to minimise tax across decades, not just the current year.
Buying a Business
Due diligence, valuation support, and financial analysis to help you assess opportunities and negotiate from a position of strength.
Selling a Business
Preparation for sale including business valuation, tax-effective structuring, and positioning to maximise your return.
Funding & Finance Strategy
Strategic advice on funding options, loan structuring, and banking relationships to support your business objectives.
Business Health Check
A thorough review of your financial position, operations, and risk profile to uncover issues before they become problems.
Book a Free Advisory Call
Whether you’re a sole trader, an enterprise, or a non-profit, we’re here to provide expert support for all your accounting and advisory needs.
FAQ
Common questions about Estate & Long-Term Planning
Answers to the questions clients usually ask about estate and long-term financial planning.
What is a testamentary trust and do I need one?
A testamentary trust is established through your will and can provide significant tax advantages for your beneficiaries, especially minor children. We help determine whether one would benefit your estate plan.
How far ahead should long-term tax planning look?
No. We work with your solicitor to ensure the financial and tax aspects of your estate plan are optimised. We advise on structures, trusts, and strategies that your legal team then documents.
What should I look for when buying a business?
Financial performance, hidden liabilities, customer concentration, lease terms, and staff obligations are all critical. We conduct thorough due diligence to help you avoid costly surprises.
How do I prepare my business for sale?
Start at least 12 months before you plan to sell. We help you clean up financials, resolve compliance issues, optimise profitability, and present the business in the strongest possible light.
Do I need to be an existing accounting client?
No. While many of our advisory clients also use our accounting services, you can engage us purely for advisory support. That said, having access to your financial data makes the advice more effective.
Can you take over from my current bookkeeper?
Yes. We handle the transition smoothly, including reviewing prior work, reconciling any discrepancies, and setting up processes going forward.
Do you handle payroll and super obligations?
Yes. We process payroll, manage superannuation payments, handle PAYG withholding, and ensure your Single Touch Payroll reporting is up to date.