Estate & Succession Planning

Secure your future and protect your financial legacy.

We can protect your financial legacy

At Onyx Business Group, we understand that your wealth and assets are the products of your dedication and hard work. We don’t want them to go to waste, so we are here to help you prepare for the future.

Through our estate and succession planning services, we can secure your future and protect your financial legacy.

Let's chat(08) 9284 1700

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 or dealt with in the manner you choose.

The entire process generally requires specialist advice from multiple advisers, including accountants, solicitors, financial planners, and financiers.

At Onyx Business Group, we maintain a collaborative approach between all advisers and ensure that they are guided by accurate and relevant information.

Our team can help you understand the many relevant issues which need to be addressed, including:
  • Finance
  • Insurance
  • Asset protection
  • Superannuation
  • Family equity
  • Taxation
  • Family law issues

Business succession planning

Even if you have no immediate plans to sell or pass on your business, it is prudent to prepare for an unexpected turn of events.

Whether by third-party sale, management buy-out, or passing on your assets to the next generation, Onyx Business Group can provide reliable succession planning that involves preparing an exit strategy.

Our team can help you prepare your business for sale and consider the associated business, financing, structuring, taxation, accounting, and legal issues that may arise.

Here are the specific ways we can help you:
  • 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

Get started with a free consultation

Onyx Business Group is a team of professional Chartered Accountants and Bookkeepers, providing end-to-end business solutions. Contact us to find out how we can help.

Let's chat(08) 9284 1700