Estate planning not only involves creating an effective will outlining who assets will be distributed to, but also looks at ways to minimise taxation and protect these assets. We can assist you in all aspects of the estate planning process including strategies to ensure your business continues to run efficiently, reduce potential costs to the estate, minimise taxation to beneficiaries and ensure assets are protected.

We can guide you through the process of administering a deceased estate including tax file number applications, if required, assessment of the requirement to lodge income tax returns, preparation and lodgement of final returns, preparation and lodgement of deceased estate tax returns and assessment of the Estate’s taxation liabilities.