please contact us
(02) 6281 1555

8 Lyons Place
Lyons  ACT  2606

Transitional Planning

Our tax team will help you to manage your affairs and plan for the potential risks and liabilities during times of change. This may involve but is not limited to:

 

Retirement Planning

Your retirement is something that you should start thinking about sooner rather than later. Our experience shows that if you plan for your retirement as early as possible you can relax and concentrate on working towards that plan.

 

Succession Planning

Succession planning is a success when planned well ahead of time…sadly very few do.

Succession planning is a process for understanding the needs of the Business Owner in facilitating the future of the business after their own tenure. It involves identifying and developing internal and/or external talent to take the business forward.

Planning for succession increases the availability of a pool of talent and/or buyers for a business.

           

Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of an estate and maximize the value of the estate by reducing taxes and other expenses.

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