Planning for familes
The death of a spouse or partner is not something that most of us ever wish to contemplate, but unfortunately it happens. Discussing the possible loss of a loved one in a respectful manner and, more importantly, articulating the options available for the remaining family members, is what we do best.
We can assist you with:
As the business owner, I view honesty as a vital ingredient in our business
Craig Ball, DFS (FP), AFA – Founder, CEO
Craig’s attention to detail & technical expertise have become recognized throughout the industry with many accountants, financial planners & risk advisers seeking his assistance with their own client’s business and personal needs.
Planning for Business
If your business partner died, how would you feel if his/her spouse inherited their share of the business to become your new partner? If your business partner was incapacitated, how long would you be prepared to do 100% of the work for 50% of the reward? What if your business partner willingly or accidently committed an offence? Are you protected?
The Allocator. Australia’s first on-line Estate Planning tool.
The Allocator, designed & built by Craig & his team, is Australia’s first on-line Estate Planning tool. This unique software clearly illustrates the income & taxation advantages when Mums & Dads take advantage of superannuation death benefit pensions.
Many Financial Planners & Risk Advisers around Australia are now using The Allocator software to obtain optimum income & taxation outcomes for their clients..
Click on the button below to see a snapshot of Australia’s hidden death taxes & how these can be easily avoided when your Planner utilises The Allocator.
‘Craig just took control of everything – it all just happened. He & his team were calm, empathetic and explained things very carefully to me during this very difficult time. I think it is when you lose someone close to you that you see the real value in what Craig does.