Estate Planning & Asset Protection

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

Do you want to protect your family’s income and assets?

Superannuation, trusts, companies …. we have all the latest planning advice on how to best protect the income and assets generated from your income.

We can offer a ‘health check’ of your current structure to ensure there are no hidden surprises.

Planning for Business Succession and Estate Planning

This is an area where many people overlook the important aspects to their affairs.

If you are not in business, there is no need for a business succession plan but an Estate Plan is essential.

An Estate Plan is not just a Will it can encompass equally important aspects such as:

  • Death benefits arising from superannuation.
  • Guardianship of your children.
  • Protective Trusts. 
  • Powers of Attorney.

Business Succession deals with the very important issue of releasing the very valuable capital built up in the business should you suffer a permanent disability or die, thereby effectively providing to your family a lump sum representing the value of your business built up over many years.

Control of the business moves to the new owner or your business partner providing comfort to your family so they no longer have to worry about this aspect of your business affairs.

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Andrew Poole & Associates provides a range of public accounting, taxation and audit services to individuals and self-managed superannuation funds.
Suite 14, Level 3, 924 Pacific Highway, Gordon NSW 2072, Australia
Acquisitions & Mergers | Superannuation Audit | Taxation | Financial Planning
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