Do you run a business? Have you made provisions for events such as retirement, death or disability?  Do you have cost effective insurance and superannuation strategies?

Not making the necessary provisions for your Business & Estate Planning can be a costly mistake.  Getting it right can be time-consuming and stressful.   It’s difficult when you don’t have a trusted adviser who can work with you to give you the right advice and help you decide what’s important and what’s not.   See below for more information on what we offer.

Which is the best structure for my business - Sole Trader?  Partnership?  Company?  Trust?

Business Succession Planning

A Business Succession Plan can ensure the continuation of your business if death, disability or retirements occur.

Family Business Succession

Succession Planning is especially important for family businesses.  A business which has anticipated and planned for challenges is often better able to deal successfully with difficult times than those which have not.

Introduction to Discretionary Trusts

Did you know that a Discretionary Trust can assist you with asset protection and tax minimisation?

Partnership Assets

When does the property of one partner become partnership property?


Contact Us, for comprehensive advice on all aspects of Business Planning and Structures.