WHY DO YOU NEED ESTATE PLANNING SERVICE?
Estate planning is important for everyone, regardless of age or wealth. A good estate plan helps protect your assets and keeps your bank accounts and life insurance policies secure. It ensures that part of your estate is managed properly through clear legal documents. These documents can include an enduring power of attorney or testamentary trusts to help handle tax liabilities and income tax issues, as well as set up death benefits for your family members.
Planning service also covers advance care decisions and appoints powers of attorney or an enduring guardian to make decisions on your behalf if you cannot. This long-term approach ensures that every detail from your super funds to your overall asset protection is taken care of. Without a current estate plan, your loved ones may face financial hardship and complicated estate administration.
WHY CHOOSE US?
At Growth Prof, our team of estate planning lawyers and estate lawyers creates custom strategies that cover every aspect of wealth management. We focus on building legal documents that protect your bank accounts, super funds, and other assets. Our plans include provisions for enduring power of attorney, enduring guardian, and even estate administration needs.
We work closely with you to address important issues like tax liabilities, income tax planning, and ensuring that life insurance and death benefits are set up correctly for your family members. By making thoughtful decisions on your behalf and planning for long-term care, we ensure your assets are protected and that your testamentary trusts are in place. Choose Growth Prof for personalized guidance that secures your family’s future and provides strong asset protection.
IMPORTANT
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.
TRADITION
- 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.
WITH US
- 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
Power of the Will
While an ill-conceived Will can lead to complications, a well-crafted and comprehensive Will serves as a cornerstone of your Estate Planning strategy.
Cover all bases
Ensure you have comprehensive coverage. Additional paperwork is required to administer assets not covered by the Will, including superannuation, trust assets, and jointly held properties.
Asset Protection
Preserve Your Legacy. Safeguard your assets with tailored estate planning structures that align with your unique circumstances and complement your overall estate planning goals.
Tax Effectiveness
Tax advisory services provide individuals and organisations with expert guidance on tax-related matters, such as compliance, planning, and reporting. This can help taxpayers to minimise tax liabilities, optimise financial resources, and avoid costly mistakes or penalties.
Incapacity Planning
This proactive measure safeguards your assets, protects your loved ones, and provides peace of mind. By specifying your preferences for medical treatment, financial management, and personal care, you alleviate uncertainty and empower your loved ones to make decisions aligned with your values.
OUR SERVICES
How important is it for you to protect your family’s wealth for your bloodline generations to come?
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.
Packages & Pricing |
Shield |
Armor |
Foretress |
Customize |
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Simple Will |
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Advanced Healthcare Directive |
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Enduring Guardian |
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Enduring Power of Attorney |
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Guardian of Minor Children |
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The ProtectorAssets 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. |
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Will with testamentary trust |
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The Moat and Castleall-encompassing asset protection strategy not only for your personal assets but also for your business entities and Self-Managed Super Funds as well. |
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For your Business Entity
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For your SMSF
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Why Choose us
15+ years of tax experience
Tax Practitioners Board registered
Guaranteed fixed price
We simplify the complex
Australian certified accreditations
Guaranteed delivery times
Certified by
WHAT OUR CLIENTS SAY
We are more than accountants. We are known for working closely with our customers to help them achieve the result they want. We do this through
Andrew waas
Charitha was very helpful with completing my tax return and also provided advice to maximise my return. He was very attentive to detail and kept me up to date throughout the process. Also, the online experience was seamless with regards to providing information and reviewing and signing documents. Highly recommend!
Archana Jayaranjan
Best Financial Services for Business and Individual. Very understanding and easy to approach. Quick response in any accounting and Taxation related queries. We are really happy with his and his team’s services and looking forward continue for the future too.
Dhaval Mehta
As a small business owner, every dollar counts, and I am very pleased with the results I received from working with Char and Growth-Prof. Five stars!
Hemanta At Yolmo
I highly recommend Char for his attention to the little details, clear communication, speedy deliver of the papers.
James Richardson
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. Highly recommend the Growth Prof team! Thank you, Guys!
Prashan Jayasundera
Nothing is as important as time is for me. Charitha took the time to educate me and advised me on many things in regards to small business and tax return. Highly recommended service!
Qanitaz Event Solutions
Charitha and his team did a great job with helping me with my tax returns for my florist business. Charitha was efficient and explained things well. I highly recommend their services. Thanks so much Charitha.
Sarah Deaker
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