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

Callaghans Financial Services Pty Ltd ABN 97 131 317 363 provides financial planning services as an Authorised Representative of Count. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

 

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

We provide a range of service across business and personal finance