Estate
Planning
Build a stronghold around your assets
Call us today to find out how we can help you protect your estate from taxes, claims and creditors!
Protect Your Estate
Succession, Asset Protection & Estate Planning is a serious but neglected issue in Australia. Nothing is a problem until it is.
Grrace Accountants is at the forefront of this industry and are Foundation Members of SAPEPAA (Succession, Asset Protection, Estate Planning Association of Australia) being awarded the Certified Accredited Adviser stamp which allows us to offer SAPEPAA advice to our clients.
Without strong estate planning and protection,
you could lose 100% of your assets.
Protect your Assests for Future Generations
- Get advice on keeping your family wealth in your family “bloodline”
- Ensure your estate won’t lose from a family provision claim
- Establish a Family Protection Trust to hold your family wealth
Here’s a practical example:
Successor Director Solution
A key part of any succession planning is to ensure that you maintain control of any companies, in the event you become incapacitated, lose legal capacity, or die.
During periods where there is no director, the company may be completely unable to operate.
With no-one authorized to act for the company, banks accounts will get frozen, staff and suppliers won’t get paid, there is no ability to sell assets or the company itself, all this having a disastrous effect on the value and reputation of the company.
Even if the final decision is taken to wind the company up, the delay of several months may mean the value of the company diminished and less than it might have otherwise been if it had been able to continue operating.
All this can be avoided with our Successor Director Solution
If you are the sole director of any company, to ensure your companies can continue to operate, you need to put documents into place NOW to nominate your successor director so your family can maintain control of these companies.