Estate planning enables you to put in place the necessary structures to ensure that your company’s assets are distributed in accordance with your wishes. Our estate planning advisors can help you through the process of setting up your estate planning to ensure you have ultimate peace of mind.
This covers family trusts, taxation and other intricacies. Have you considered the long-term legacy of your company’s property and assets in the event that your beneficiary goes bankrupt? For a family business, even a divorce can become a complicated and detrimental matter. An estate plan can cover all these aspects and more.
Benefits
Specify the level of control and amount of ownership your beneficiaries will have in relation to your business assets
Tax effective methods of transferring wealth from one generation to the next, including use of trust structures, etc
Reduction of tax payable on income and capital gains earned on assets, where applicable
Protection for unforeseen legal and financial difficulties into the future
Interaction between estates and superannuation
