ESTATE AUDITS

Business and Personal Estate planning is critical to ensure that your estate is distributed exactly as you have asked and in a way that minimises any loss due to tax and other consequences.

As with many services, the process, planning and discovery often uncover important issues that had not been obvious. This can include Will preparation, reviewing income or other insurances, or simply updating the designated beneficiary of your superannuation fund.

Stephen and his team have provided audit reports to many different and diverse types of businesses, including the following: trust accounts, large and small private companies, government grant recipients, incorporated bodies and clubs, and nusing homes or retirement villages.Call us on (08) 8363 5222.