Trust & Estate Planning
Napoli, Chartered Accountants
Establishing a trust or estate plan that is well considered, robust, and protects invested parties and their assets is essential.
How Napoli can Help
Napoli can assist in all aspects of trust and estate planning, providing advice that is effective and tailored to your specific circumstances.
Our services include:
- Assistance in preparing a Will, ensuring all relevant parties are considered
- Establishing and managing a trust (family, unit, hybrid, property or testamentary trust)
- Advice relating to income tax, capital gains, and stamp duty implications
- Advice relating to Enduring Power of Attorney
- Administration of estates
- Referrals to manage insurance requirements.
Our Expertise
Professionalism, Honesty, Accuracy, Trust
Accurate advice in taxation and corporate advisory and structure
Investigate financial transactions and determine the true position
Assist in litigation cases to present the true financial position
Preparing management accounts and financial statements
Book a Consultation
About Us
We pride ourselves on providing advisory services, corporate compliance, taxation services, and forensic and litigation support services in a manner to truly assist our clients.
Litigation
A specialised accounting service, litigation support entails identifying, locating, and verifying assets and liabilities to establish the financial position of involved parties.
Business Advice
At Napoli, we can provide informed and meaningful advice that will have a real impact on your bottom line. Our recommendations are independent, they follow best practice, and are designed to achieve your financial goals.
Accounting
With a minefield of taxes affecting Australian businesses, trusted and accurate tax advice is imperative for long-term success. There are many strategies that can reduce or manage your tax obligations.
Superannuation
Compulsory Employer Superannuation became law on 1st July 1992. Since then, superannuation has grown significantly to provide for your retirement.
Insights
Read all the latest news in the accounting world and what's happening at Napoli, Chartered Accountants.
Speak to our professional team
Professionalism, Honesty, Accuracy, Trust
