Estate Planning

CTSA are experienced in advising personal and business clients on structuring their estate planning.

We can provide advice and assistance on all areas of tax planning, wills, trusts and superannuation options to obtain the best outcome for your estate.

Succession Management

CTSA realise the importance of Succession Management for clients and can provide advice in assistance to:

  • Maximize business, personal and financial rewards for business owners as they exit their business
  • Ensure smooth and seamless transition when succession occurs
  • Ensure that the development of the succession plan is done within a timely manner to allow for all succession options to be explored
  • Ensure that the business will be viewed in the strongest light possible to purchasers so as maximize the value of your business as a financial asset
  • Provide detailed and tailored tax advice and timelines to minimise potential tax payable on succession plans.

Institute of Chartered Accountants
MYOB
xero
Reckon