Wills

Do you have a current will? When was your will last reviewed? Does it comply with current legislation? We can help you answer all of these questions, and for a modest cost ensure that your will is current, and achieves your wishes.

Wills can only be prepared by lawyers, but we have high quality professional lawyer contacts we work with, who produce the wills. You deal with us, we pass the necessary information on and a team of lawyers produce a will unique to your situation and requirements.

Succession Planning

In ensuring the long term success of your business, it is critical to establish a well designed succession plan, and ensure that your will and plan are regularly (at least every two years) reviewed .

Co-ordination of the transition of your business to your successors can be an arduous process. However, with our years of experience, and our considerable professional contacts we can address the complex issues of business continuation, taking the load off your shoulders, and the stress of your mind. Hopefully, this ensures that you sleep much more peacefully each night.

We work with you and your family to ensure that all parties are aware of what is happening and when, and that a fair outcome is achieved. We step you through the various taxation mine fields, to ensure a positive outcome.

Contact us for more information on forming a plan that allows for a hassle free continuation of your business.

We are Quality Assured by the National Institute of Accountants (NIA), which means you can be sure every project we undertake is carried out to International Standards, so that you can be guaranteed the precise result we agree on before we start, and you pay for.

If you would like to know more, please contact us directly on 03 5571 2774 or 0408 529 730 or at our office which is located at 305 Gray Street, Hamilton, Victoria. 3300.   We guarantee your confidentiality.   See our Privacy policy.

Last updated Wednesday 1st September 2010         © Peter Mulcahy 2008

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