Estate Planning is more than just writing a Will, it’s about making sure your hard-earned assets are passed on smoothly, tax-effectively, and according to your wishes. With the right plan in place, you can protect your family, minimise disputes, and ensure your legacy is preserved.
When you’ve worked hard to build your wealth, you want to be certain it benefits the people who matter most. A well-structured estate plan will:
Ensure your assets are distributed according to your wishes.
Minimise unnecessary tax liabilities and legal complications.
Protect your business interests and provide clarity for partners or successors.
Support your family during a difficult time with clear instructions and protections.
Tax Planning – minimise capital gains and income tax impacts on your estate.
Will Drafting – ensure your wishes are legally documented and up to date.
Estate Administration – manage executorship duties, tax lodgements, and beneficiary distributions.
Testamentary Trusts – establish structures to protect beneficiaries and provide flexibility.
Business Succession – plan for ownership transfer or continuity in case of death.
Superannuation & Death Benefits – understand the rules for distributing superannuation and related tax issues.
Our advisers work with you to design a comprehensive estate plan tailored to your circumstances. We help you:
Protect your family and business with well-structured arrangements.
Regularly review and update your Will to reflect life changes.
Understand the tax and legal implications of estate planning.
Navigate the complexities of superannuation, trusts, and business succession.
No — while a Will is important, estate planning covers much more, including superannuation, business succession, and trusts.
Your estate is distributed under state laws of intestacy, which may not reflect your wishes.
It’s a legal document that allows someone you trust to make financial or medical decisions on your behalf if you are unable.
No — debts are paid from your estate before assets are distributed to beneficiaries.
Super doesn’t automatically form part of your estate — it depends on your nominations and trust deed.
Business succession planning is an essential part of estate planning to ensure partners and family are protected.
Comprehensive Services by Wilkes Chartered Accountants
Wilkes offer a wide range of specialised services tailored to the needs of individuals and businesses. Whether it’s taxation, corporate compliance, retirement planning, wealth creation, or business growth strategies, our team brings depth of knowledge and practical experience to every client relationship. By investing in ongoing professional development, we ensure our advice is always current, effective, and of the highest standard.