Estate Planning Services

For people who want reassurance that their assets will go where they want them to go.

Estate planning is not just for wealthy people. It involves implementing a plan that meets your individual needs, protects your interests and minimises potential taxes and fees. Have the comfort of knowing that the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes.

What services do we cover under Estate Planning?

  • Your will
  • Estate administration and executorial duties
  • Trust structures such as testamentary, protective or family trusts and charitable trusts
  • Setting up enduring powers of attorney, guardianship arrangements or advanced care directives
  • Business owner succession planning.
  • Superannuation and retirement planning.

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Testimonials for Estate Planning

I have been a client of Peter Caunt’s for over 25 years. Together with our estate planning lawyer, he has worked with me as well as members of my family to ensure we have a comprehensive estate plan in place. This also includes my will. The planning included a review of all structures, constitutions and deeds for all of our entities. This has provided me with a commercial and tax effective flow of my assets and wealth. I am very grateful to have Peter Caunt as my accountant.

Tax Accountant Chatswood
Eric Gottlieb
Director - Ricky Richards