Estate Planning
 Accountants.com.au is experienced in advising personal and
business clients on the how to structure and manage their
estate planning.
We provide advice and assistance on tax planning, wills,
trusts and superannuation options.
Talk to us about when and how you should go about your Estate
Planning, your first steps and the best possible options
that are going to suit your particular needs.
Client case example
Accountants.com.au has recently reviewed a number of clients’ estate
plans in which the DIY super fund assets were ignored as
part of the plan.
The proposed plan did not show that there was a clear understanding
that the Will laws and Super laws regarding beneficiary entitlement
can result in different outcomes with respect to property
settlements (sometimes an aggrieved beneficiary can claim
more from the Super Fund than the Will Estate).
Accountants.com.au then arranged for the super trust deeds
and wills to be redrafted where necessary by an Expert Estate
and Tax planning lawyer they work closely with.
The Result – Happy clients who were adequately protected
from unnecessary estate disputes. REMEMBER – the estate
finances all legal disputes involving warring beneficiaries.
FAQ’s
Financial Planning/Estate Planning/Business succession – Five
Most Frequently Asked Questions
What is your view of the markets?
The company gives its clients regular up to date advice
based upon daily independent research. The company reviews
other
advice from its broker but always interprets it against
an independent yardstick.
How can I protect my assets for the family from being destroyed
by divisive beneficiary disputes?
The company reviews the clients existing wills and superannuation
funds and ensures that there are provisions which clearly
offer procedures and structures to ensure that all beneficiaries
are treated in an equitable manner.
If the documents are inadequate then the company works closely
with an expert tax/estate legal firm to amend the documents
(i.e. wills and superannuation fund deeds)to ensure maximum
protection from beneficiary disputes.
Are you just going to put me into managed funds and indexed
funds?
No, the company’s approach is to also offer investment
advice on establishing investment portfolios containing direct
investments. It is a registered proper authority holder with
a reputable independent dealer group and able to give independent
investment advice.
How can I use the new super laws to accelerate the growth
of the asset base in my DIY super fund?
The company offers advice regarding how the super fund can
borrow to purchase eligible investment assets under strict
guidelines determined by the Australian Tax Office – these
new laws were passed by the Federal Parliament in September
2007.
What happens if I get sick and am unable to work?
The company assesses the clients’ exposure to this
situation as part of its first complimentary interview with
the client in the financial planning process.
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