Future-Proofing Your Legacy: 10 reasons Why?
Future-Proofing Your Legacy: 10 reasons Why? Let me ask you this question, “is it important for you to protect your family wealth for bloodline generations
Your Smart Estate Planning Partner
Protecting Your Family Wealth is What We Do
Why do you need Estate Planning?
Hey there! Did you know that if you ever go bankrupt, face legal action, get sued by family members, become incapacitated, or even pass away, your family’s wealth could be at risk? But don’t worry, a well-crafted estate plan can provide the protection your assets need to stay safe and secure.
Why Us?
At Growth-Prof, we prioritize the security of your assets and aim to fortify your family’s wealth for generations to come. We offer a Dream Team of accounting, tax advising, and Succession Asset Protection Estate Planning advising all in one to provide the perfect estate planning operation. Our accountants understand your family’s dynamics on a personal level and can strategize the best plan for your family’s circumstances.
What we do?
A well laid Estate Plan is a Fortress around your Family Wealth. Your Will is just one block of stone, not the entire Fortress. For an Estate Plan that works for you, you need to have a range of Estate Planning Services.
Traditional
- Typical Will with weak line of succession.
- Not being Tax Effective.
- All the assets placed within the estate: making them vulnerable to numerous threats including bankruptcy, creditors, Family Provisions claims etc.
Growth-Prof
- Will with Bloodline protection and Leading Member provisions.
- Being Tax Effective by being strategic. For instance, transferring equity to Trusts without generating stamp duty.
- Relocating the assets in the Estate into a Special Purpose Family Protection Trust with high-end Asset Protection.
Estate Planning Goals
Ace your estate planning goals by talking with someone who knows what they are doing. We will help you create an action plan that is tailored exactly right for YOU!
Power of the Will
A Will can be a disaster in the making if it does not resonate with your personal requirements. However, a well drafted, thorough Will can be an important tool in your Estate Planning strategy.
Covering all bases
To administer assets not covered by the Will, additional paperwork (such as superannuation, trust assets and many jointly held assets)
Asset Protection
Safeguarding your Legacy with well laid Estate Planning structures tailored for your circumstances. Asset protection strategies should be complimentary to your Estate Planning goals.
Tax Effectiveness
saving money for your Estate and your loved ones with a proper Tax strategy when doing the Estate Planning
Incapacity Planning
The best way to move smoothly in life is by taking most important decisions up front while you are healthy and able to think straight.
Our Services
How important is it for you to protect your family’s wealth for your bloodline generations to come?.
Packages & Pricing
Please Note: the inclusions below are examples only. Every Succession, Asset Protection & Estate Planning need is unique according to the individual’s family circumstances and financial situation. So first we must study your needs and come up with a solution best for you.
Shield
Shield
Armor
Armor
Fortress
Fortress
customize
customize
Simple Will
Advanced Healthcare Directive
Enduring Guardian
Enduring Power of Attorney
Guardian of Minor Children
The Protector
Assets in your estate such as your family home, investment property, vehicles, jewelry etc. are exposed to bankruptcy, litigation, family law, incapacitation, or death. Enable the protector now and protect your family legacy.
Will with testamentary trust
The Moat and Castle
all-encompassing asset protection strategy not only for your personal assets but also for your business entities and Self-Managed Super Funds as well.
For your Business Entity:
⦁ Upgrade of discretionary trust to leading member discretionary trust
⦁ Upgrade of trustee companies with Leading Member component
⦁ Successor Director Solution
⦁ Upgrade of trustee companies with Leading Member component
⦁ Successor Director Solution
For your SMSF:
⦁ Re-establishment of an account-based pension with generational reversions
⦁ Upgrade of SMSF to leading member SMSF
⦁ Upgrade of trustee company of SMSF to leading member component
⦁ SMSF Will
⦁ Dependency Declaration
⦁ Family Allowance Agreement
What Our Clients Say
These guys are amazing. I had my income tax done several times, and I found they were really easy to deal with when preparing the tax return. They not only do your tax, but they are giving you valuable insights and advice as well. I bought my investment property based on their bits of advice which gave me significant tax benefits during the last few years. Anyone seeking a good Tax Accountant should not waste their time checking others and should start a conversation with them. Highly recommend the Growth-Prof team! Thank you, Guys!
Charitha and his team were on time, very professional and very diligent in doing my company tax return. They are very friendly, open and honest. Couldn’t be happier with their services.
Charitha and his team did a great job with helping me with my tax returns for my small florist business. Charitha was efficient and explained things well. I highly recommend their services. Thanks so much Charitha.
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