NPS: +61

    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.

    Find out more
    EstateServices_EP

    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

     

    Let’s get started

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

    phone-icon

    Give us a call

    1300 802 780

    question-icon

    Book a discovery meeting

    Get Started
    instagram linkedin facebook spotify youtube
    arrow up
    OFFICE LOCATIONS
    GLOBAL
    ACCREDITATIONS

    Tax Practictioners BoardTax_InstituteGGIMFAA-1FinsaSMSF_Specialist_Logo3BCorp_KP

    Liability limited by a scheme approved under professional standards legislation. Each office of Kelly+Partners (Office) is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office responsible for the services or activities of any other. Kelly Partners Group Holdings Limited (KPGH) is not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office.  The titles ‘Senior Partner’ or ‘Partner’ are used only to denote seniority and level of expertise of the person within the business. It does not and is not intended to signify that the person is in a partnership involving the Office, KPGH or any other KPGH Offices.