• Estate Planning & Wills Services

    Securing the financial future of the next generation.


Estate Planning and Wills

At BDO, we help individuals and families secure the financial future of the next generation with trusted estate planning services. Our family business and estate planning experts act as an objective guide, ensuring all possible scenarios are planned for, and can facilitate difficult conversations now to avoid undesirable outcomes down the track.

As your trusted adviser, we work closely with your legal advisers to ensure that all aspects of your estate are considered and an effective plan of your design is in place. This aspect of family business estate planning includes:

  • Effective and tailored wealth structuring
  • Strategic advice during Will creation and execution
  • Identifying and managing tax implications including superannuation
  • Advising on private ancillary funds to support legacy wishes
  • Assisting family education and communication.

Benefits of estate planning for family business

Planning how to manage your wealth makes sense for you, your family and any business interests should unforeseen circumstances arise. This includes ensuring your Will remains up to date. Estate planning for family businesses is often complex as it must consider all assets, along with liabilities and ownership structures, to ensure that business assets are effectively transferred, controlled and managed to maximise the benefits to the estate and its beneficiaries. While family business estate planning is often complicated, there are numerous benefits, including: 

  • Structured succession plan to ensure business continuity following retirement or death 
  • Smooth transition and continued operations through assigned roles and responsibilities 
  • Advantageous business structure for asset and taxation protection
  • Proper wealth extraction strategy.    

Take the first step to protect the continuity of your family business today through estate planning and contact a BDO estate planning expert to find out how you can secure your wealth well into the future.

Contact Us

Get in touch with one of our experts to discuss how we can help.