.jpeg)
Estate Planning & Wealth Protection
- Estate and succession planning can involve much more than preparing a will. Business ownership, trusts, companies, taxation, superannuation and family arrangements may all need to be considered.
- Bruno & Associates assists with the accounting and taxation aspects of this planning. We can help clients gather relevant entity information, identify potential tax considerations and work with their solicitor and licensed financial adviser.
- This service may be relevant to:
- Business owners planning for retirement or succession
- Families with companies or discretionary trusts
- Clients with substantial investment assets
- People with beneficiaries who have different needs
- Families where control of entities needs to be considered
- Clients whose estate documents have not kept pace with business changes
Common problems arise when a will, business structure, trust arrangements and succession intentions have been considered separately.
Bruno & Associates does not replace legal or licensed financial advice. Our role is to help ensure the accounting and taxation considerations are properly identified and coordinated with the appropriate professionals.
Bruno & Associates does not replace legal or licensed financial advice. Our role is to help ensure the accounting and taxation considerations are properly identified and coordinated with the appropriate professionals.
Taxation & Advisory Specialist
We offer our services to the Adelaide area and also service Australia wide. Whether you prefer face to face contact or correspondence by email make Bruno & Associates your first choice.