Estate & Succession Planning Services
Our accounting firm specialises in estate and succession planning for individuals and corporations, offering professional advice to reduce tax obligations, protect wealth, and guarantee a seamless asset transfer.
Our Approach & Services
Our accounting firm specialises in estate and succession planning services, which help individuals and organizations develop successful asset and ownership transfer strategies. Our staff offers customised solutions to reduce tax costs, safeguard wealth, and ensure a smooth transfer procedure.
If these are the questions you are asking:
- What is succession planning and how does it differ from estate planning?
- What tax implications are associated with estate and succession planning?
- How can estate and succession planning benefit my business and its future success?
Secure your financial legacy with our estate and succession planning services. Our team of experts will help you develop tailored strategies for transferring your assets and ownership, while minimizing tax liabilities and ensuring a smooth transition process. Contact us today to learn more and take the first step towards securing your financial future.
Industry-Awarded Accountants: Your Partners in Success
How we help with Estate & Succession Planning Services
- Design tailored estate plans to secure your family’s future
- Minimize taxes and maximize inheritance
- Facilitate smooth business succession transitions
- Guide you through complex probate processes efficiently
- Protect assets through strategic trusts and wills
- Provide expert guidance on estate laws and regulations
Why Aero?
Qualified team
Our experienced accountants have all the qualifications necessary to handle any accounting task. Your tax return is in good hands!
Personalised tax experience
Our close-knit team is interested in your tax journey and will be able to provide services tailored to your specific needs.
Satisfaction guaranteed
We are confident we can give you top-end services but if you still have your doubts, book a consultation with us and we will come up with a solution for you.
Anastacia Krinas2025-09-0110/10 service. Ruth was clear in what she needed from me and super easy to work with every step of the way. Very happy with the team at Aero. Couldn’t recommend them more.
Michelle-Annette2025-08-30I was very happy with the assistance I received this year for my taxation return. The team was very accommodating especially when I missed all their messages about a change.
Matt Task2025-08-12I was very pleased with the service I received and would highly recommend Aero Group to anyone. The team that helped me with my Tax Returns was highly professional, responsive, patient and extremely helpful throughout the process.
Candice Withheld2025-03-24Sincerely thankful for your assistance with my complex tax, 4 employers, 2 rental properties and one sale of property. I expected a nightmare but you made it simple. Rabina was endlessly patient and gave me straight forward tasks on what documents to gather, all submitted just 3 days after booking. Will be back yearly.
J G2025-03-24Very happy with Aero Group. Prompt, friendly and correct. I had an online intake conversation, all points discussed and info required were promptly followed up on and tax return was prepared a few days after. Would recommend their service and will use again next year.
Aiko Neligan2025-03-18I see Neil at their Coorparoo, Brisbane branch and he's super helpful - always patient and ready to explain my many questions. I run a small business and they have been great. Reasonable pricing too.
Harry Potter2025-02-12Aero Group Canberra were wonderful to deal with - Rabina and Deepika were very helpful, efficient and thoroughly professional - I will definitely be using their services again and I would highly recommend them.
Felix Stefan2024-12-17I've been using Aero Accounting in Canberra for the past three years for both my wife's and my tax returns, and I couldn't be happier. My tax situation isn't straightforward, so finding an experienced accountant is crucial for me. Aero Accounting has consistently delivered excellent service. They are highly professional, provide top-quality work, and are incredibly efficient. I highly recommend them to anyone needing reliable and expert accounting services.
Celestia2024-11-13Friendly staff and most helpful advisors if you have any tax inquiries! 10/10 would recommend.
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