Estate Planning
Crafting a comprehensive estate plan is essential to ensure your legacy and assets are safeguarded for generations. At Waugh Miller Macqueen, we offer tailored estate planning services that help you navigate complexities, minimize tax liabilities, and provide for your loved ones.
Our experienced team collaborates closely with you to understand your unique goals and family dynamics. From wills and trusts to powers of attorney, we develop personalized strategies that reflect your wishes while adhering to legal requirements.
Estate planning goes beyond financial considerations. It’s about preserving your values and ensuring a smooth transfer of wealth. We guide you through the process, addressing potential challenges and ensuring that your legacy remains intact, offering peace of mind for you and your family.
Waugh Miller Macqueen understands the importance of leaving a lasting impact. With our estate planning expertise, you can rest assured that your assets will be distributed according to your wishes, and your loved ones will be provided for. Let us assist you in crafting a comprehensive estate plan that reflects your values, secures your family’s future, and honors the legacy you’ve built.
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements
- Structure Advice
- Primary Production Averaging Analysis
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements and Taxable Payment Annual Report
- Structure Advice
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Structure Advice and Long Term Planning
- Land and Asset Transfers
- Analysis and Advice of Tax Consequences
- Cashflow Management and Transaction Advice
- Estate Planning and Instructions for Estate Lawyers.
- Processing of STP Compliant Payroll and Superannuation
- Annual Payroll Finalisation
- Payroll and Remuneration Advice
- Processing and Reconciliation of Financial Data.
- Full suite of ASIC Agent services
- Completion of Annual Compliance Review and Statements
- Preparation and Lodgement of ASIC Forms where applicable
- Preparation of Financial Statements & Annual Return
- Liaison with SMSF Auditor
- Compliance with ATO Regulation
- Processing of fund transactions and reporting of fund performance
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