Estate Planning

Estate Planning - One of the many services offered by Tactica Partners

If you're looking for a PROACTIVE accountant - one that takes a serious and active interest in the long term success of your business, read on...

From day one, Tactica Partners has been built around the word PROACTIVITY. When you make the decision to become a Tactica Partners client, you'll enjoy more personalised attention than you've received before. You'll experience more feedback than you received before and you'll be more impressed with our attention to detail than ever before.

Do you and your partner have wills that cover:

  • The future control of all of your entities
  • The protection of funds for children (even if another partner becomes involved).
  • Current family group structures (including recently formed entities or a change in marital status).

Do you and/or your partner have adequate life insurance to cover all debts and cashflow provisions for surviving family members? If not, ask Tactica Partners to review your financial affairs and will to identify where there are potential weaknesses that are increasing your risks.

Proactive wealth protection to help you avoid financial setbacks

  • Estate Planning
  • Trust Deed Reviews
  • Borrowing Health Check
  • Insurance Reviews
  • Tax Audit Insurance

If you're looking for an accountant who is proactive in the area of estate planning, you've come to the right place.

Approximately half of people who die every year in Australia do so without leaving a valid will. Under these circumstances the Government decides how your assets are distributed. We can use our in depth knowledge of your financial affairs together with a specialist tax lawyer to guide you through this complex process and deliver to you a comprehensive will and estate package, with easy to understand summaries and explanatory flow diagrams.

Ask Tactica Partners to review your financial affairs and will to identify where there are potential weaknesses that are increasing your risks. Once potential risks have been identified, we'll then help you progressively address and rectify each issue in a structured and organised manner.