At Argentum Consulting, we help our clients to ensure they develop strategies to protect their family’s wealth and ensure it ends up in the hands of those it is intended for.

Estate and Succession Planning involves the consideration of many issues such as:

• Putting in place a robust Will
• Do you need to use an:
  • Enduring Power of Attorney
  • Enduring Power of Guardianship
  • Advanced Health Directive
• Ensuring the passing of control of family companies and trusts “dovetail” with your overall Estate Plan
• Whether to gift specific assets prior to your passing
• Consideration of the use of a Testamentary Trust to access the special asset protection and taxation benefits they can provide for certain young and other beneficiaries
• How best to deal with your superannuation account or your SMSF, including:
  • implementing a Binding Death Benefit Nomination; or
  • establishing a reversionary pension
• Maximising the after-tax legacy for your nominated beneficiaries

As your Chartered Accountants & taxation experts, we are well placed to advise on these matters. We take your instructions, then brief your preferred solicitors to prepare your Will and other estate planning documents in a cost-effective manner by minimising the amount of “face time” spent with lawyers. As your trusted advisors, we know you & your family, we understand your business & financial affairs, your accounting & legal structures and can achieve a cost-effective outcome in partnership with your preferred solicitors that gives you peace of mind.