Wills, Estate Planning & Asset Protection

Protect what’s important to you

As Accountants, we believe that Estate Planning and Asset Protection should be done at the same time. Why does this matter? Well, estate planning, including wills and trusts, ensures the smooth transfer of assets to those you love. This is especially important for business owners who want to pass on their businesses or other assets to their chosen beneficiaries.

At Westwoods BGA, we’re here to help you protect your family’s future and keep your wealth in your family bloodline. So contact us and let’s make sure your legacy is in safe hands.

Contact us today

If it’s important to you, you need to make sure it’s protected

Our team of friendly advisors at Westwoods BGA are here to help. We can help you:

Prepare your wills so you keep your hard-earned wealth in your family bloodline.
Create your personal wealth transfer plan and ensure the next generation in your family receives your legacy on your terms.
Ensure your will and estate is protected from family provision claims
Protect the equity in your home, investment properties, and key assets

Our estate planning specialists will help you with:

Advice to keep your family wealth in your family “bloodline”.
Wills, enduring power of attorney (EPOA), advance health directive (AHD)
Successor director solutions
Trust deed, SMSF deed & company constitution upgrades
Family protection trust establishment (the vault for your family wealth)
Protect the equity in your family home, investment properties, and business assets

How can Westwoods BGA help?

We’re trusted by individuals and businesses here in Adelaide, South Australia and beyond. And we’re here to help you too!

Tax Considerations

As qualified tax accountants, we understand the bigger picture at play here. We understand what is and isn’t subject to capital gains tax and can help you with thorough estate planning to mitigate tax implications for you and your beneficiaries.

Preserve your legacy

As part of our estate planning service, we’ll make sure your affairs are arranged in the best possible way. You’ll be able to decide how your assets should be managed and distributed once you pass.

Protect your assets

We’ll make sure to implement strategies to protect your assets such as your family home, investment properties, and business. It’s all about protecting you and your loved ones and it pays to think about it early.