Estates and trusts

Estate planning can be complex and without sufficient planning your assets may fall into the wrong hands. At Ariana Accounting we can assist with managing your estate while you are still alive to plan for the most financially efficient transfer of assets.

We make the estate planning process simpler and provide you with peace of mind to ensure your wealth is passed onto beneficiaries in the most tax-effective manner. Ariana Accounting provide advice on:

  • Intergenerational wealth transfer
  • Estate distribution to minimise tax
  • Establishing trusts within your will
  • Resolving family disputes
  • Binding death nomination
  • Asset protection strategies
  • Leaving a charitable legacy

Trust A/C audits
Ariana Accounting are highly experienced in audit and annual compliance requirements of trust accounts. We are certified independent auditors and are available to assist with ongoing requirements and compliance queries.

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