Few people like thinking about what happens after they die but it’s an important financial topic. If you want to distribute your assets in line with your wishes, then you need to plan for it.
That means preparing a will and other documents. Your will is the cornerstone of estate and succession planning because it outlines your wishes and how your children or other dependents are to be cared for.
Wills are limited however – they don’t cover superannuation benefits for example. That’s why you should have a full Estate and Succession Plan drawn up.
We can help you set up a robust, tax effective Estate and Succession Plan. You may also be able to use Testamentary Trusts to save your beneficiaries substantial capital gains tax, stamp duty and/or income tax.
Contact us today to discuss your Estate Planning requirements.
Phone: 1300 427 526
Address: 15 Melway Crescent
HARRISTOWN QLD 4350,
Cash flow is very often the number one stress for many of our business clients. There are fewtips that we have to assist the properly managing the cashflow within your business.
Haslam Consulting & Accounting is proud to announce that our Principal Brock Haslam has been shortlisted for Partner of the Year at the prestigious Australian Accounting Awards, partnered by Reckon.