Plan for your peace of mind

You've spent your life building your assets for yourself and your family. Imagining a time when you're no longer around to harvest the fruits of your hard work is not pleasant. However, as a business owner, it's a necessity.

Knowing that your hard-earned assets will be dealt with according to your wishes will bring peace of mind to both you and your family.

At Rogerson Kenny Business Accountants we have over 35 years' experience of providing estate planning services for big and small clients around Australia.  We're passionate about ensuring that the assets you benefit from today will provide for your loved ones tomorrow.

Secure your business' future

As a business owner, having a plan for succession of ownership of your business is crucial. We are here to help you with a set-up that ensures that your business continues to grow and prosper even if you're not around to look after it.

Planning for the future of your estate is a very personal endeavour and what you need is dependent on your situation. We are happy to walk you through the different steps of setting up a rock-solid plan that suits you.

We are here to help you:

  • Discuss the objectives for your estate.
  • Confirm your assets and make a plan for asset protection.
  • Reduce costs of disposing of your estate.
  • Reduce the tax impact on your beneficiaries.
  • Make your retirement more comfortable.
  • Introduce you to an Estate Planning Solicitor and work with them to achieve your desired outcome.

Contact us today to discuss how we can assist you in securing your future.