Estate & Succession Planning

All business owners must consider the succession of their business. Across every industry the impact of a poorly planned and implemented succession can be substantial. It is essential to plan the future of your business including its handover so operations, profitability, tax and relationships don’t spiral out of control.

SME owners’ who think ahead and plan for succession are more likely to enjoy greater benefits, both financially and personally, than those that don’t.

With our help SME owners can plan and execute the smooth succession of their business, from a sale to new owners, the handover to the next family generation or upon their death.

Our succession and estate planning services includes working with you and your legal and financial advisors on:

  • planning and managing asset transfers
  • management succession
  • wills and enduring powers of attorney
  • family dispute resolution
  • family wealth appraisal
  • administration of deceased estates
  • company and trust formation and structuring
  • planning for retirement and advice on pension eligibility
  • life insurance and superannuation
  • self-managed superannuation funds

For more information, contact our business and tax consultants in Perth.