Estate Planning Accountant Melbourne
Protect your legacy & secure your family’s future with our estate planning advice
Comprehensive Estate Planning Services Melbourne
Smooth transition of your assets & wealth
Estate Planning is an important aspect of financial planning that involves arranging for the transfer of your assets and investments in the event of death. Comprehensive estate planning provides you with the comfort of certainty that your hard-earned wealth is protected and passed on to your bloodline or preferred beneficiaries in the manner you choose.
Plan Beyond Profits’ Estate Planning accountants are experienced in estate planning and specialise in asset protection, succession planning, superannuation, structuring and taxation. You are in good hands to receive the expert care for the future of your wealth.
Why See Plan Beyond Profits about your Estate Planning Accountant?
Accountants play an important role when it comes to Estate Planning. Many of our clients find the complexities of arranging the distribution of their assets and wealth an emotionally taxing and stressful endeavour.
There are numerous factors to consider when planning for the future. Whether you are a parent drafting a Will, or if you are entrusted with the responsibility of administering an estate, the expertise of an estate planning accountant can provide invaluable.
Plan Beyond Profits’ Estate Planning accountants have been advising clients on estate planning matters for over 20 years. With our comprehensive understanding of tax implications, we can guide you through matters such as tax regulations, ensuring that your estate is structured in a tax-efficient manner, minimising the financial burden on your beneficiaries.
Plan Beyond Profits’ estate planning accountant can alleviate the emotional strain and confusion often associated with estate planning, providing you with the peace of mind that comes from having a professional navigate the complexities on your behalf.
Strategic Estate Planning Advice
- Establishing a Will
- Powers of attorney
- Testamentary Trusts
- Advice on CGT implications of selling
- Financial documentation involved in estate planning
- Detailed succession plan that outlines how your business will operate with its new owner
- Estate distribution
- Reliable business valuation to reflect business’s true worth and profit potential
- Leverage our connections with business brokers, solicitors and other professionals.
Mathew Boyes
Director, Plan Beyond Profits
Plan Beyond Profits’ Estate Planning Expert
Mathew has been advising clients on estate planning matters for more than 20 years.
Mat takes a holistic approach to providing financial advisory services that includes business management, asset protection, structuring and estate planning.
Mat specialises in helping clients plan for the future. His primary goal is to ensure a client’s journey with Plan Beyond Profits is a good one!
Director of Plan Beyond Profits, Mathew Boyes is a SAPEPAA foundation member and an accredited advisor specialising in asset protection, structuring & cashflow maximisation and strategic business advice. Click here to find out more.
