Estate Planning involves preparing a succession strategy, such as a will, to deal with your assets and act in the best interests of your beneficiaries after you die. While it can be a sensitive topic, it is something that you need to consider and discuss with your loved ones and financial advisor.
Tax is a major consideration in estate planning, and we can assist you to understand your tax responsibilities and reduce the tax liabilities for your beneficiaries.
At MAS Tax Accountants our sister company, Vivid Financial Planning Pty Ltd, holds an Australian Financial Services License (AFSL 478 937), so we are ideally positioned to advise you on a variety of financial matters. Providing reliable advice and solutions, we can assist you and your loved ones with all your questions.
Our expert team are here to support you through these decisions and ensure that your wishes are properly included in your estate plan.
For more information or to schedule an appointment, please contact us below or call us on 1300 627 289.