Estate Planning

Estate Planning Services

Do you have an Estate Plan?

Perhaps you do, but haven’t updated it in a while, or don’t think you need one at all. You may also be under the assumption that Estate Planning is just for the wealthy or the elderly. It isn’t. It’s for everyone, and it’s something you need to consider, for you.

Planning for peace of mind

The sooner you get your estate plan in place, the sooner you can continue focusing on your life, building your career and spending quality time with your family, with the peace of mind you deserve. Our Estate Planning Services are here to give you just that – the peace of mind you deserve.

How Crest Accountants can help

With the help of legal professionals and financial advisors, we have been helping clients plan their estate for over 45 years. We’re here to help you plan yours too.

These services include:

Your Will
Estate Administration and Executorial Duties
Trust Structures
Enduring Power of Attorney and Guardianship arrangements
Business Owner Succession Planning
Superannuation and Retirement Planning

Want to find out more about why Estate Planning is so important? Don’t leave it too late. Protect your family and ease your mind with an Estate Plan.

News about Estate Planning

Asset Protection

Family Home in your Spouse’s Name? Why Landmark Case May Affect you

Asset protection is a key consideration when acquiring, structuring and maintaining your assets to ensure that your hard-earned assets are protected as much as possible from creditors. Unfortunately, there is often a lack of proactive advice surrounding acquisitions, legislative changes and changes in your state of affairs which means that your assets may be subject […]

Financial Planning

How much money is really needed in retirement?

Retirement, it’s the reward we get for our lifetime of hard work. It’s where we finally get to wind-down, take it slow, smell the roses and perhaps even take up planting them. So, how much money do you need in retirement? Well, the simple answer is…it’s individual and it’s subjective. What is guaranteed though, is […]

Financial Planning

Financial Planning Tips for 4 Major Milestones

Life is what you make it – so it’s important to make yours count. While money can’t buy happiness, it sure can help us prepare for major milestones in our life. Read more from the Gold Coast financial planners at Crest Wealth to find out about financial planning tips for 4 major milestones. New career […]

Financial Planning

Aged Care Planning: What you need to know

Aged care. It’s what a lot of us put on the backburner until an elderly loved one, or even ourselves admit to needing assistance. Many of us will live to a ripe, old age, so it’s necessary to think about that, when we’re well into retirement and mobility and our health declines. Fortunately, it’s never […]

Financial Planning

8-Step Plan for Retirement Planning with Crest Wealth

As much as some of us would like to, we can’t work forever. Life expectancy is increasing from generation, to generation, with an expectancy average of 83.5 years. A life well worked, lived and loved deserves some downtime in its twilight years. Financially planning now, will help you live a comfortable retirement, later. It’s never […]

Estate Planning

Important Deadline for Discretionary Trusts Holding Residential Property in NSW

If your discretionary trust, holds or acquires residential land in New South Wales after 31 December 2020 then your trust may be liable to pay surcharge duty and surcharge land tax if you do not amend your trust deed before 31 December 2020. Late last year a bill was introduced into the NSW parliament proposing […]

SMSF

What You Need to Know about Outsourcing Self-Managed Super Funds

There’s many benefits behind having or starting a self-managed super fund (SMSF). These often revolve around the choice and flexibility of investment options, tax strategies, consolidation of assets and transparency. However, there are risks worth thinking about when it comes to SMSFs which concern their cost-efficiency, the time and effort it takes to maintain them […]

Estate Planning

Estate Planning: What You Need to Know about Testamentary Trusts

Passing on is an unfortunate, yet inevitable final stage in the circle of life. Yet, a testamentary trust as part of estate planning is one small but mighty plan you could put in place, to alleviate potential and further stress for loved ones left behind. What is involved in estate planning, testamentary trusts? What are their […]

Superannuation

Is cashing in on your super early really worth it?

The temporary access to our superannuation funds is aimed to offset the economic stress that COVID-19 is putting Australians through. This means, if you’re eligible, you can apply for an early release of up to $10,000 in the 2019-20 financial year through the myGov website. More super opportunities are available from July 2020, too. However, […]

Your Guide To Child Maintenance Trust (3)

Personal

Your Guide to Child Maintenance Trusts

Couples generally (and should) financially plan for their future – from buying a house together, budgeting for a family, and putting money away for their children’s future. But what happens when a family breaks down? How are housing, food, clothing, school costs and other child needs paid for? Nobody really plans for family separations in […]

SMSF

Considering an SMSF? Here are 3 reasons you should

In life, there are many things we simply can’t control. So, it’s not surprising that you may want to take control of the things you can. Like your superannuation fund for instance. Many Australians are now taking more control of their superannuation and it’s serving them well. How are they doing this? With a Self-Managed […]

Estate Planning

5 Reasons Estate Planning is so important

You’re young, so you probably don’t need a will or plan for your estate yet, right? Wrong. The sooner you get your estate plan in place, the sooner you can continue focusing on your life, building your career and spending quality time with your family, with the peace of mind you deserve. You may also […]

Asset Protection

Asset Protection and how an Accountant can help

You’ve worked hard for your assets; your home, business, cars, boat, shares and any other investments you may have, but are they adequately protected? Yes, you may have home and car insurance, but have you actually protected your wealth? These days, we have many things to worry about, and whilst we don’t want to add […]

Medical

How to Put Together a Budget for Your Medical Practice

A budget – it’s the key to success for any business. And for a medical practice or business in the allied health industry, it’s no different. Putting together a budget should be an annual exercise, but many medical practices never establish one, or if they do, never look at it again, deeming the entire budget […]

Structure

Want to Grow your Business? How Structuring it the Right Way can Help

Do you want your business to grow? If you’re reading this blog, then the answer is likely yes. As a business owner, you know your service inside and out and you’ve likely built your business around your skills, abilities and vision. What you may not know, is that how you structure your business, can be […]

Lauren Gregory

04:10 20 Jun 19

Recently I came on board as a client, and cannot recommend Angela highly enough. To date, my experience with Angela and the team has been fantastic and I would not hesitate in providing a referral. I have been impressed with the prompt return of calls and emails, and have had all work completed within our agreed time frames. The valuable taxation and small business advice I have received has been incredibly useful and provided me with support and guidance on my personal and business journey. If you are looking for a Tax Accountant or Advisor, don't hesitate in making the move over to Crest.

Danny Ellem

05:07 09 Oct 19

I cannot commend Crest Advisors lending team enough. As first home owners, we found the place we wanted and knew we had to find someone to make our loan happen. Dion & Nat, not only had fantastic communication & correspondance, they worked with us on finding what we wanted and helped us secure our first home. The were patient & explained everything as we were completely new to it all. They gave us direction and guidance in what we needed and were very thorough with what they needed.We cannot thank Dion & Nat enough and highly reccomend them to anyone.

Feng Lin

00:56 03 Sep 19

Very good fellows! Hepled us to start our business in this country and looked after our accounting very well from the first day at low costs!Strongly recommending people to engage Crest Advisors for any business or individual services!

Kelly Penman

07:29 22 Sep 19

An excellent dealing with Natalie from start to finish, she was very patient with me while i was purchasing my vehicle, can highly recommend easy process and great to communicate with .

The Edit Suite

01:20 20 Aug 19

We have had the great experience of working with the friendly team at Crest Advisors and would highly recommend them. Fantastic team, terrific space and caring attitude.

Carla Schesser

05:43 02 Dec 19

I recently worked with Louise on a full website design & build project for Crest Accountants. Throughout the whole process, Louise was highly organised, detail-oriented and super communicative which made the project a massive success.It was apparent from the start of the project together that Louise was passionate about Crest Accountants, the vision and did everything needed to ensure the website was perfect.Thank you Louise for all your efforts and I look forward to working on the next project soon!

Phillip Crawley

12:11 08 Dec 19

Ryan, Nicole & Robert are all very skilled at what they do, highly recommend.

Jed Newnham

23:59 29 Nov 16

I highly recommend Crest Advisors. I have been working with Crest for 4 years and they assist me personally and my business in several areas including Cashflow forecasting, tax planning, business structuring, BAS, Finance, Insurance and SMSF. They provide excellent services and will help you achieve your personal and business goals. Jed Newnham, Managing Director of Newnham Scaffolding

Estate Planning Services

Planning for peace of mind

How Crest Accountants can help

News about Estate Planning

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