An accountant’s role focuses on the financial and tax side: identifying CGT implications on asset transfers, structuring business and investment assets efficiently, confirming valuations and advising on tax-effective wealth transfer. We work alongside your solicitor so your estate plan is both legally sound and tax-efficient.

No. Wills, powers of attorney and the legal documents in your estate plan are prepared by your solicitor. We provide the financial and tax expertise that sits behind those documents, and we are happy to work directly with your legal adviser.

When assets are transferred as part of an estate, CGT rules under the Income Tax Assessment Act 1997 determine whether a taxable event has occurred. Some transfers, such as assets passing to a surviving spouse, may be exempt or deferred. We provide tailored, ATO-compliant CGT advice as part of your estate planning.

Business succession planning prepares for the smooth transfer of ownership and management of a business, whether to a family member, business partner or third party, in the event of retirement, incapacity or death. We design financial and tax-efficient transition strategies for business owners across Queensland.

We assist individuals and business owners with estate and succession planning across Brisbane, including Greenslopes, Coorparoo, Holland Park, Camp Hill, Carindale and the wider Southside, as well as clients across Queensland.