• Starting a Business?
    Starting a Business?

    If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you.

    Read more >>

  • Strategic Planning
    Strategic Planning

    To have a successful business it is vital to plan ahead. A clearly defined vision makes it easy to achieve your goals. Talk to us about organising a strategic planning session for your business.

    Read more >>

  • Tax Compliance and Planning
    Tax Compliance and Planning

    Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives.

    Read more >>

  • Due Diligence
    Due Diligence

    Need help to evaluate a prospective business acquisition? A due diligence will give you a good understanding of your investment and increase your chances of success.

    Read more >>

  • Management Consulting and Coaching
    Management Consulting and Coaching

    Our aim is to ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.

    Read more >>

  • Succession Planning
    Succession Planning

    To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.

    Read more >>

Accounting, Financial Services, Business Coaching, Mentoring, 4U Accountants , QLD, Australia

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At 4U Accountants we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Back to Services

Our Location

Unit 12
38 Computer Road, Yatala QLD 4207 Australia
PO Box 1324
Oxenford, QLD 4210

P. (07) 3086 8426

 

 Location Map
Send and Enquiry




Copyright 4U Accountants © | Disclaimer | Site Map | Online software for accountants by Wolters Kluwer