• Suite 507, Level 5, 55 Phillip Street, Parramatta NSW 2150
  • Estate Planning

    Estate Planning

    Estate planning is unfortunantly not one of the most pleasent tasks you will undertake. An important and essential part of life, planning your estate to ensure that your hard earned assets will be deal in a respectful and diligent manner provides you and your family peace of mind.

    Business owners should also have a succession plan in the event you are no longer around to take care of your business. The team at Nexus Financial are here to guide you through that process for clarity and continuity of your business.

    Nexus Financial work alongside experienced lawyers who specialise in estate planning to ensure there is no deviation from your succession plan.

    We assist in the following areas of estate planning

    • Identify and discuss objectives of your estate
    • Confirm assets, valuations and appraisals
    • Facilitate court approval process for a grant of administration by working with lawyers experienced in estate planning
    • Estate tax file number application
    • Preperation and lodgement of estate tax returns
    • Tax planning for the estate