Protect Your Legacy
Estate Office

Estate Office

As your trusted accountant, we have a deep understanding of your business, assets and financial affairs. This puts us in a unique and important position to guide you through the issues and tax considerations involved with your estate. We work alongside your legal advisors to approach estate planning in a comprehensive and strategic way. Safeguard your legacy for future generations of your family and ensure you have an estate plan in place.

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Estate Planning Services

  • Establishing a will
  • Estate administration and executorial duties
  • Business owner succession planning
  • Superannuation and retirement planning
  • Trust structures such as testamenry, protect or family trusts and charitable trusts
  • Setting up enduring powers of attorney, guardianship arrangements or advanced care directives


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Book a meeting, give us a call, or visit one of our convenient office locations.


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1300 802 780


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