Estate Planning & Trusts
Protect what you've built. Plan what's next.
What's included
We help Australian families and business owners structure their affairs so wealth passes safely to the next generation. From basic wills and powers of attorney to complex testamentary trusts, family trust succession and business exit strategies — we coordinate with your lawyer to make sure the tax and accounting side is seamless.
- Wills, enduring powers of attorney and guardianship
- Testamentary and discretionary trust strategies
- Family trust succession and control planning
- Business exit and shareholder succession
- Estate tax, CGT and beneficiary distribution advice
Common questions about estate planning & trusts.
Can't see your question? Call us on 1300 900 320 or send a note.
›Do I need a testamentary trust in my will?
For estates with property, business interests or vulnerable beneficiaries, testamentary trusts can provide significant tax and asset-protection benefits. We'll advise whether it's right for your situation.
›Can you work with my solicitor?
Yes — we handle the tax, structuring and accounting side and coordinate with your solicitor for the legal drafting.
Other services
All services →Individual Tax Returns
Personal, sole trader, rental property and investor tax returns — lodged with the ATO.
Business Tax, BAS & GST
Company, trust and partnership returns, plus quarterly BAS and GST lodgements.
Bookkeeping
Monthly bookkeeping in your accounting software with a real human reviewer.