Making proper arrangements about your estate is one of the most important things that you can do for your family. It provides financial and practical certainty at a time when your family faces emotional distress and rapid change. Mellor Olsson is recognised as a market leader in estate and succession planning and estate administration with one of the largest and most experienced teams in South Australia.
We can assist you to formulate an estate plan without making it unnecessarily complex or onerous. Our estate planning documents are clear and precise, fully up to date with current tax law and ensure that your estate is able to utilise the most advantageous rules and strategies.
Successful individuals utilise a range of different entities and structures for investment and trading purposes which means that modern estate and succession planning requires a sophisticated approach from a team of professionals. For that reason, we work closely with our clients' accountants and financial planners to achieve the best outcome.
We offer a broad range of services required to ensure a smooth and tax effective transition of assets between generations. We have the expertise to assist clients with simple requirements up to the very complex. With our regional presence and focus on the small to medium business sector, we have particular expertise with business succession planning and regularly advise on inter generational family farm and small business restructures.
Mellor Olsson assists executors and beneficiaries with the administration of deceased estates and perform the role of executor, if required. We take the stress and complexity out of the administration process and assist our clients to apply for a grant of probate, transfer property, redeem investments and deal with superannuation assets.
Putting off arranging your affairs can be disastrous, get organised today.