Services

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