Connect To
- our Offices our_offices.jpg
- our People our_people.jpg
- my Business my_business.jpg
- my Career my_career.jpg
- Creditor Info creditor_info.jpg
Our People in Trusts and Estates
Adelaide
David SpurrittTax Consulting
Position: Director
Liz McCabeBusiness Advisory Services
Position: Associate
Brisbane
Leonie TaylorBusiness Advisory Services
Position: Director
Bruce AuldBusiness Advisory Services
Position: Director
Bruce GelsominoBusiness Advisory Services
Position: Director
Brendon MurrayBusiness Advisory Services
Position: Director
Dean SteerTax Consulting
Position: Director
Tina KiernanBusiness Advisory Services
Position: Associate Director
Scott HuttonBusiness Advisory Services
Position: Associate Director
Gemma CookBusiness Advisory Services
Position: Senior Manager
Melbourne
Martin PhelanBusiness Advisory Services
Position: Partner
Greg LayBusiness Advisory Services
Position: Partner
Sydney
Nigel Banks
Chris Dumas
Jennie Lynn- You are here: Home
- Core Services - Estate Planning and Trustee
Estate Planning and Trustee
For many individuals and business owners, estate planning is imperative to ensure that your assets and business interests are sufficiently protected and managed in the event of your death.
Through effective estate planning you can ensure your estate is passed to your beneficiaries in the most financially efficient and tax effective way possible.
The Bentleys team of taxation and business specialists work closely with colleagues in the legal profession, assisting many clients with their estate planning requirements. We offer a range of services that will help you to establish your estate plan.
Think Ahead. Talk to Bentleys Today.
READ MORE…
| Bentleys … So much more than accountants | |
| Our People | |
| The Bentleys Experience | |
| Specialty Services |
x
Articles
- Corporate Recovery
- BENTLEYS RECRUITS JOHN GIBBONS TO JOIN CORPORATE RECOVERY TEAM
- Important information for Directors regarding personal liability
- Congratulations to BCR Director Kate Barnet
- ASIC obtains court orders against Gold Coast-based investment scam
- IMPORTANT CHANGES TO INSOLVENCY REGULATION
- The top 10 secrets of a successful Voluntary Administration process
- Voluntary Administrations – Life Buoy or Anchor for a business in distress?
- Bentleys Expands Management Team
- Business Advisory
- Budget of "No Surprises" for SMEs
- Want to do business somewhere in the world?
- Bentleys Perth grows with new appointments
- Thinking Ahead: Queensland businesses optimistic about 2013
- New Practice Leader at Bentleys Melbourne
- Your Family Business Checklist
- Agribusiness optimistic in 2013 despite challenges
- Agribusiness optimistic in 2013 amidst challenges
- Superannuation
- Is Your Super In Order?
- Super Changes Announced!
- Reminder: Artwork in Superannuation
- Super Q & A
- Can I own a racehorse in my SMSF?
- SMSF Trustees ALERT!
- Setting up an SMSF?
- Superannuation Health Check
- SMSFs: Are you involved in all the decisions?
- Super Q & A
- COUNT DOWN TO LONDON 2012
- How much is enough to retire on?
- UNLOCKING THE KEY TO A SUCCESSFUL INVESTMENT STRATEGY
- SUPER CONTRIBUTIONS
- Super Q & A
- Government Announces Changes to Superannuation
- Thinking Ahead Issue 4
- Tax
- Tasmanian bushfires – lodgement and payment deferral
- ATO data-matching programs
- SMSF investment in property requires care
- Deductions for rental properties allowed
- Foreign income assessable
- Mistaken belief does not revoke excess super tax bill
- Taxman’s new power to address super law contraventions
- Mini-Budget tightens fringe benefits, health rebates and more
- ATO to data-match motor vehicle purchases
- AUSTRAC shares information with the ATO
- Honest mistake in not documenting private company loans
- Depreciation deduction allowed for certain equipment
- Special circumstances found to set aside excess contributions tax
- Asset protection strategies at risk
- ATO benchmarking can be improved: report
- Living-away-from-home concessions: new laws
- Contractual promises can have GST implications
- Contractor payments undergo ATO data-matching
- Property developers and GST under ATO spotlight
- ATO warning on dodgy offshore emission unit schemes
- Excess super contributions: once-only refund offer
- Goods taken from stock for private use
- MRRT Article October 2012
- New Company loss carry-back regime
- ATO focus on small businesses and wealthy individuals
- Bakery finds itself on the wrong side of ATO benchmarks
- Worked overseas, but still an Australian resident, says Tribunal
- Superannuation: excess contributions tax assessment set aside
- Goods taken from stock for private use
- Company tax rate cut comes with compromises
- ATO compliance activities
- ATO small business benchmarks
- ATO alert on "dividend access share arrangements"
- Taxpayer fails to prove bank deposits were loans
- Amended assessment issued four years later was within time
- Illegal early super release promotors to face penalties
- ATO data-matching programs
- Living-away-from-home tax law changes on the way
- Trust beneficiaries: amended assessments were excessive
- SMSF notice of non-compliance set aside
- Excess super contributions: Commissioner's discretion refused
- Division 7a benchmark interest rate
- Reasonable travel and meal allowance amounts
- Car depreciation limit and luxury car threshold
- SPECIAL TAX BULLETIN - August 2012
- New Director Penalty Regime
- Same. Same. But Different? Hire Purchase vs Loan Under The New GST Rules
- EMPLOYMENT SERVICES
- Tax Q & A
- Refund for Carry-back Tax Losses - Not So Easy!!
- Tax Q & A
- 30 June 2012 Tax Planning Checklist
- Budget Wrap
- New Regulations - Building and Construction
- ATO targets disclosure of foreign sources of income
- Investment loan interest payment arrangements
- ATO reporting requirements for builders and contractors
- Deduction for property expenses denied
- Pitfalls of "late" super payment
- Doctor found to be a share trader
- FBT rates and thresholds for 2012 - 13
- Car expenses – rates per km for 2011 - 12
- ATO data matching coffee sellers and builders
- Private health insurance rebate changes
- Tax anti-avoidance rules to be tightened
- Check your small business benchmarks regularly
- Tribunal finds businessman a resident for tax purposes
- Super rules breached for investment in related entities
- SUCCESSION PLANNING AND WILLS
- WARNING BELLS ON PROVIDING LIVING AWAY FROM HOME ALLOWANCE
- DON’T BE DUPED BY THE TAX OFFICE!
- ABN Verification
- Super Contributions Caps
- Tax Discount For Interest Income Deferred
- ATO Eye On Education Tax Refund Claims
- Pleasurecraft and the "wealthy"
- Court Denies Franking Credits Linked To "debt-like: securities"
- ATO valuation blocks CGT small business concessions
- GST Treatment of New Residential Premises
- Director Penalty Notice Regime Under Review
- Philanthrop and the Private Ancillary Fund
- Proposed Decrease to Private Health Insurance 30% Rebate, and Increase in Medicare Levy Surcharge
- Limited Recourse Borrowings (LRB)
- Let’s be sure the tax cost for your Christmas staff party doesn’t leave you with a hangover!
- Are you entitled to a concession?
- What in your business is R&D?
- New trust reporting rules for 30 June 2011
- ATO areas of focus for 2012
- Director penalties for superannuation obligations
- Contractors and superannuation
- Aged Care
- Events
- Bentleys NSW Proudly Supporting Rowing NSW in 2013!
- BENTLEYS EMERALD OFFICE TO BOOST CQ BUSINESS GROWTH
- Bentleys NSW congratulates the Australian Rowing Team!
- BCR Riding to Conquer Cancer
- Thanks for responding
- Charities and Not For Profit Reforms
- Personal Property Securities Act 2009
Understanding the New Regime - Fringe Benefits Tax Seminar
- Client Training - Fringe Benefits Tax Update
- Audit & Assurance
- Tone at the Top – The Power of Ethical Culture
- December statements – watch out!
- Billabong's latest takeover offer likely to wipeout
- Reporting rule changes
- Standards made but not effective
- Can you frank your dividend?
- Disclosures about your entity
- Not-for-profit consolidation exemptions
- Charities regulator commences
- Lodge, even if you are late
- New ASX Listing Rules for SMEs Capital Raising
- AASB 9 timing changes
- Reduced Disclosure Regime - use the right standards
- Travel compensation fund returns to cease?
- Look after the basics
- Reporting rule changes applicable for 30 June 2012
- Standards made but not effective until 2013
- Not-for-profit reforms
- Current or non-current liability
- Reporting on Carbon Prices
- Mine stripping costs
- ASIC’s focus for December 2011 reports
- Plan ahead: Employee benefit changes
- Responsible entities : New Financial Requirements
- Reporting Rule Changes Applicable For 31 December 2011
- Standards made but not effective
- Thinking Ahead Issue 3
- Thinking Ahead Issue 3
- Agribusiness
- Thinking Ahead Issue 2
- IF THE CAP DOESN'T FIT
- ACCOUNTING IN THE CLOUD
- THE FEDERAL BUDGET
- A FAMILY ISSUE
- YOUR FAMILY BUSINESS CHECKLIST
- ARE YOU FUTURE READY
- IS YOUR CASH FLOWING OR GOING?
- NEW TAX PLANNING OPPORTUNITIES
- ASIC IS WATCHING
- CHANGES TO 'LAND RICH' RULES
- PROTECTING YOU AND YOUR FAMILY
- SPOTLIGHT ON NEWCASTLE
- BENTLEYS TRAINS UP
- BENTLEYS ADELAIDE HAS ANNOUNCED FURTHER EXPANSION
- THINKING AHEAD WINTER ISSUE 2012
- Thinking Ahead Issue 1
- THE NEW NATIONAL BUSINESS NAMES REGISTER
- LOOKING FORWARD TO YOUR RETIREMENT?
- PROPOSED NEW DEPRECIATION RULES
- TAKING CARE OF THOSE LEFT BEHIND
- CHANGING YOUR BALANCE DATE
- CUTTING THE RED TAPE
- RECRUITING THE RIGHT SKILLS: LOOKING OFFSHORE
- SUBMISSION TO TAX OFFICE SAVES COMPANY $85,000
- CARBON TAX
- WILL YOUR
SUPER BE TAXED WHEN YOU DIE? - A LEGAL TAX HAVEN
- PERSONAL PROPERTY SECURITY RIGHTS
- THINKING AHEAD - ISSUE 1
- Community
- International Business
- Investment
- SMSF
