Estate Planning
   
     
 

Passing the accumulated wealth is a major concern for many Australians; especially after the recent share and property market boom. Without proper tax planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.

Minimising your tax liability and maximising what you're able to pass on calls for considerable skill and foresight - and a detailed knowledge of the legal framework surrounding the taxation of Estate benefits.

We also provide advice and a reasonable stock of low risk investment properties across Australia which qualify for government tax free incentives and can be purchased both inside Super (SMSF) or outside and can form basis of a very tax efficient retirement planning strategy. Give us a call on 0433 107 356 to book an obligation free appointment or click on the link on right to have a look at some of these properties.

:: More about our services

 
 
       
   
A&A Financial Planning provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice throughout Australia including Cabramatta, Casula, Chipping Norton, Denham Court, Hoxton Park, Preston, Glenfield, Green Valley, Ingleburn, Liverpool, Lurnea, Macquarie Links, Macquarie Fields, Minto, Moorebank, Mt Pritchard, Warwick Farm and other suburbs of Sydney, NSW
   
       
 
 

Home  |   About Our Firm   |   Our Services   |   FSG  |   FAQs  |   Resources  |   Articles  |   Contact Us

 
 

Accounting, Agribusiness, Australia, Authorised Representative, Bank, Budget, Business Expense Insurance, Buy Sell Agreement, Children Education and Saving Plan, Casula, Crisis Insurance, Debt Management, Enduring Power of Attorney, Estate Planning, Financial Adviser, Financial Planner, Financial Planning, High Interest, Home Loan, How much is enough, Income protection, Insurance, Investing, Key Man Insurance, Lawyer, Life Insurance, Liverpool, Loan, Medical, Mortgage, Managed Funds, Portfolio Management, Power of Attorney, Property, Real Estate, Redundancy, Refinance, Retirement Planning, Saving, Shares, SMSF, Solicitor, Superannuation, Sydney, Tax Minimisation, Tax Planning, Term Deposit, Term Life, Total and Permanent Disability, Trauma Insurance, Will

© Copyright Competent Professionals Pty Ltd. 2011 All Rights Reserved.