Estate & Succession
Planning Advisory Services

Both business and families alike, need to make provision for the proper disposition of assets, liabilities and responsibilities in the event of the death or disability of a member.

The Swan Brewery in Perth

Business Succession Planning

We tailor buy / sell agreements, partnership agreements, shareholder agreements and unit holder agreements to suit the needs of the individual enterprise. We work alongside our client's financial and personal insurance advisors to structure an agreement which is both legally and tax effective whilst minimising the financial burden on those participants in the business who are left behind.
Jetty with a blue house
Personal Estate Planning
Asset protection and tax minimisation are objectives of most of us, particularly those of us with families to provide for. Proper estate planning can dramatically reduce asset exposure and tax during one's life, as well as make a significant difference to how well one's family is provided for after death. We provide a full range of estate planning services designed to maximise the financial security of our clients and their families, including:
  • Wills and testamentary trusts.
  • Post death testamentary trusts.
  • Probate and administration applications.
  • Powers of attorney.
  • Discretionary (family) trusts.