Superannuation and Estate Planning

Thorntons Accountants and Business Advisors has a dedicated team of specialists who can assist you in navigating the legal requirements for your self-managed superannuation fund.

We can guide you through the process of Estate and Succession planning. As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity. The executor and trustee of a will are required to perform a number of duties.

Our business advisors are experiences with estate planning and can guarantee no deviation from the succession plan for your assets. Lets work together to secure your financial future!

Self Managed Super Funds (SMSF)

If you want to self-manage your superannuation funds, we can provide advice and assistance.

We can advise you on financial and taxation matters and put you in touch with relevant organisations to set up a structure and fund that meets your needs.

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF)

We can assist you with setting up the SMSF as well as providing:

  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Estate Administration Services

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Wills, Testamentary and Power of Attorney

We work with estate lawyers on your behalf to ensure detailed and accurate Wills and Enduring Power of Attorney are put in place. This will give you peace of mind and security that your wealth will be correctly taken care of in the future.

Speak to us today

Contact Thorntons for your SMSF and Estate planning needs.