A robust estate plan will ensure your wealth is transferred smoothly and taxed effectively
For many people, wills and estate planning discussions are something that tend to be put off until tomorrow, next week or next year. We get it. No one wants to think about their own mortality and discussions about it are uncomfortable.
Even if you have a current will (which almost half of Australians don’t), it may not apply to all of your assets. Complications can arise depending on where your assets are held. For example, did you know that in some cases superannuation may not even form part of your estate?
Estate planning involves far more than just having a will. A robust estate plan ensures your wealth transfers smoothly and is taxed effectively for your intended beneficiaries. Essentially it comes down to three questions: What do I have, who do I want to have it, and what will the implications be for that person?
As your accountant, we’re in a unique position to have a full picture of your financial affairs as well as having expertise in tax and business considerations.
How we set you up for success
How we’ve helped clients
See how we’ve helped our clients with some common problems businesses face.
Testamentary Trusts
What are they and how do they work?
In this guidebook we introduce you to the basics of Testamentary Trusts: what they are and how they can be helpful. You’ll learn about the advantages and disadvantages and we answer some common questions.
My wife and I have used the services of Marsh & Partners for over 30 years and our children have also followed suit. We are an average middle income couple, and they have always treated us with great respect and professionalism. Marsh & Partners for us has been the difference between an average retirement and one which holds no fears. Their tax advice and property structuring has been. extremely solid. Our son utilises Marsh & Partners Business Improvement services to assist forward planning in his business, which has been extremely successful. Their integrity is beyond reproach and we have no hesitation in recommending them.
From the moment we started working with Bronwyn Condon at Marsh and Partners, it just felt right—like coming home. Bronwyn is incredibly quick, attentive to details, and takes a personal approach to every aspect of our collaboration. Her fast responses and insightful advice make her an invaluable partner. What sets her apart is her ability to provide not just recommendations, but real solutions—working alongside us to find the best way forward. With Bronwyn and Marsh and Partners, we always feel like our back is covered, and that’s exactly what you want in a consultant.
We have been dealing with Marsh & Partners for 20 years now, not only for all of our accounting needs, but also with business mentoring, which has helped us grow our companies. Fred Patten has given us incredible support and encouragement in order to help us move forward in business, and has guided us through the highs and lows that come with being in business. He and his team have made it a priority to know all aspects of our business and meet with us regularly to discuss growth & development strategies. We trust the expertise of Marsh & Partners and know we will only continue to move forward with them into the future.
Our family has enjoyed a successful partnership with Marsh & Partners for over 31 years. During this time, we have been provided with exceptional tax and business strategies to help our agricultural and commercial interests and now leading into our second intergenerational transfer. It is also mutually beneficial that the partners and associates travel to our home and place of business to actually see and understand our operation and needs.
Marsh & Partners have been our accountants for the past 20 years and have provided exceptional service that transcends the expected norm. They understand the importance of connection and relationships and build these ethics into their deliverables. Marsh also appreciate the value of community and have provided pro bono assistance to our charity endED.org.au for the past 3 years.
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