Planning

Estate planning

One of the main priorities of estate planning is to ensure that your affairs are appropriately structured, for both your current and future situations, to enable your wealth to be passed on to those you choose.

Blackwood Partners can help you to understand the many relevant issues which need to be addressed, including:

  • finance
  • insurance
  • asset protection
  • superannuation
  • family equity
  • taxation
  • family law issues

The process generally requires specialist advice from multiple advisers, including accountants, solicitors, financial planners and financiers.
Blackwood Partners’ estate planning process ensures a collaborative approach between all advisers and ensures that they are all dealing with accurate and relevant information.

Retirement planning

The issue of the aging of Australia’s population is well documented.

We can provide advice to assist if you are planning for your retirement, including particularly how you will be affected by taxation and superannuation rules.

Careful planning can often result in significant and legitimate improvements to your position.

Business succession planning

Blackwood Partners can assist you to plan for business or inter-generational succession. Even if you have no immediate plans to sell or pass on your business, it is prudent to plan for an unexpected turn of events.

Whether by third-party sale, management buy-out or passing assets to the next generation, succession planning involves preparing an exit strategy.

Succession planning often involves preparing a business for sale and considering the associated business, financing, structuring, taxation or accounting and legal issues that may arise.

We can help you to:

  • identify the key issues
  • develop a tax-effective succession plan
  • understand the implications of changing ownership
  • consider the optimal timing of changes
  • liaise with professionals required to execute the plan
  • implement the plan effectively and smoothly

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