top of page
Reinvent retirement.
& live every minute of today.
Our estate planning specialists would love to help you with:
-
Advice to keep your family wealth in your family “bloodline”
-
Wills, enduring power of attorney (EPOA), advance health directive (AHD)
-
Successor director solutions
-
Trust deed, SMSF deed & company constitution upgrades
-
Family protection trust establishment (the vault for your family wealth)
-
Protect the equity in your family home, investment properties and business assets without triggering capital gains tax and stamp duty - yes this is possible!
You’ve worked hard to grow your wealth for many years.
Without property estate planning and protection, you could end up losing 100% of your assets. We’re here to fix this for you.
We’re Australia’s leading estate planning and personal asset protection accountants.
We can help you to:
01
Have your Wills prepared to keep your hard-earned wealth in your family bloodline.
02
Create your personal wealth transfer plan to ensure the next generation in your family receive your legacy exactly the way you want them to.
03
Ensure that your Will and estate won't lose from a family provision claim.
04
Protect the equity in your family home, investment properties and key assets without selling them and triggering capital gains tax and stamp duty.
bottom of page