Succession Planning

Estate planning is the process of arranging for your assets to be dealt with, after death, in accordance with your wishes, whilst minimising the impact of stamp duty, tax and administration expenses.

Although it can be a daunting task for people to consider, with more and more Australians accumulating wealth and assets at earlier stages of their lives, it has become an imperative aspect to financial planning.

At Callaghans, our experienced and qualified financial planners will not only work closely with your solicitor or Australian Executor Trustees to make this process as simple and straightforward for you, but we will ensure you have a plan that covers all your needs and that maximises the benefits of your assets to your loved ones and minimises the tax implications where possible.

You have worked hard for your assets and your wealth, don’t let it be tied up or eroded away by unnecessary taxes and other regulations, talk to us today and let our team show you how simple and straightforward this can be.

Meet the team

Our team has the experience and understanding to guide you through the planning process and ensure you take the right steps

We provide a range of service across business and personal finance