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Key contact:

P: 03 5333 8888​​

+ Succession Planning

Business succession planning

We understand that many business owners have dedicated their life to their business. By planning early for the future of your business, you can limit the disruption and the tax implications.

  • Family arrangements

  • Shareholder and unitholder agreements

  • Transfer of ownership – absolutely or gradually

  • Managing debt

  • Insurance

Personal estate planning

Estate planning is more than just preparing a Will. We make a point of understanding all of your needs and then tailor our advice to your circumstances. That can involve:

  • Restructuring assets – including transfers before death

  • The use of testamentary trusts

  • Entering into family arrangements

  • Planning for succession in trusts

  • Utilising superannuation

  • Special disability trusts

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