• Estate Planning Services

Taking control of your estate

How will your assets be handled if something happened to you or your family situation changed? Not understanding the answer to this question could present significant risk to your hard earned wealth in the future.

Mitigating such risk requires a proactive approach to managing your estate. This includes ensuring your Will remains up to date. At BDO we help individuals and families secure the financial future of the next generation. We act as an objective guide, ensuring all possible scenarios are planned for. We can facilitate difficult conversations now to avoid undesirable outcomes down the track.

We achieve this through a range of services, including:

  • 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.

Planning how to manage your wealth not only makes sense for you; it will also benefit your family and any business interests should unforeseen circumstances arise.

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


Contact Us

Take the first step today and contact a BDO estate planning expert to find out how you can secure your wealth well into the future. Alternatively, please call us on 1300 138 991.