Personal, Partnership, Sole Trader & Business Income Tax Returns

Estate Planning

 

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Tenth Avenue we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:
 

  • Meeting to discuss objectives for your estate

  • Confirming assets - Valuations, inventories, and appraisals

  • Court approval for a grant of administration

  • Documentation involved in estate planning

  • Protecting the assets

  • Paying taxes and debts

  • Estate distribution

Financial Planning

 

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three - stage service in financial planning that includes:
 

  • Initial financial advice

  • Implementation of a financial plan

  • Ongoing investment portfolio management
     

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Tenth Avenue to guide you towards achieving your financial goals.

Financial & Estate Planning

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© 2018 by Tenth Avenue Accountants & Financial Advisors 

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Tenth Avenue Accountants & Financial Advisors

68 Tenth Avenue (PO Box 285) Budgewoi  NSW  2262​

ABN 35 953 205 795