Peace of mind, knowing your hard earned assets will be managed in the manner you choose.

Estate planning is an essential part of your financial future and allows for peace of mind knowing your hard earned assets will be managed in the manner you choose.

The Donnybrook Accounting team are experienced in estate planning and can ensure the succession of your assets remains in line with your overall goals.

Planning your estate can be one of the most difficult processes that families encounter. Donnybrook Accounting can offer assistance in this sensitive area, including:

  • Developing succession plans in conjunction with families' legal and banking representatives

  • Applying tax concessions to enable tax-effective transfer of livestock, plant and properties

  • Maximising parent’s after-tax income via self-managed superannuation fund strategies

  • Enabling families to achieve the goals of providing for parents and off-farm siblings, whilst ensuring that the remaining farm operations are left with a viable enterprise