Estate Planning

Estate and succession planning are often overlooked.  You work hard all your life to build up a successful business and your wealth, but without careful planning this can all be wiped out.

If you have a family, you owe it to them to ensure that they will be taken care of if you become incapacitated or pass away.  You’ll also want to ensure that the value of your estate is not significantly reduced by the tax man taking a large slice from it.

Speak to us today and we can work with you to ensure that your business and estate are protected as much as possible from your passing or inability to work.

Don’t let it all be for nothing

You need to take action now to ensure that your business can run in your absence and that it will be sold for its maximum worth, providing your loved ones with a nest egg to see them through.  With a few simple strategies you can minimise the amount of your estate the tax man can take to ensure your loved ones get the maximum benefit of your hard work.

No one likes to think about these things, however as the saying goes, there are two things that are certain in this life – death and taxes – so make sure you start planning now.

Call us today or complete the “Contact us” form (it only takes a minute) and book a FREE no obligation business review.

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choosing the right accountant

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  • The role of the professional accountant is not simply a compliance issue where we annually provide financial statements and taxation returns to satisfy your financial institution and governmental...

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  • BSN & Co has been providing professional commercial bookkeeping services for many years for businesses and professional services clients across a broad range of industries...

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  • BSN & Co has been in business for many years and understands the year end burden clients face in gathering and preparing the necessary records for the accountant...

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  • BSN & Co has always been an advocate of investment through tax advantaged superannuation as a supplement to other investments in your family home, other property and equities, for example...

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  • BSN & Co has been providing audit services for self-managed superannuation funds for much of our forty year history.  We strive for an efficient and cost effective audit to vouch...

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  • Whether just starting up in business, acquiring a new business or managing an ongoing successful business, finance and business planning are important elements, essential for ultimate success...

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  • The preparation of realistic budgets is particularly important in the lead up period to commencement of a business, but equally as important as an ongoing management tool to forecast results and control costs...

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  • Human nature being what it is, many of us postpone contemplation of our mortality and ramifications for our estates from a tax perspective when, with some judicious planning normally applied to your personal...

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