Estate & Succession Planning

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

SME’s who think ahead and plan succession will enjoy greater benefits, both financially and personally.

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

Our succession and estate planning services include:

  • 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

Your contacts

Steve Roberts
Steve RobertsDirector Taxation & Business Services