SUCCESSION & ESTATE PLANNING

Estate planning is a topic that most Australians would rather not think about – or simply put in the ‘too hard basket’.  However, understanding exactly how your assets would be handled in the situation of a significant life event (including death or incapacitation) is an important area of a person’s overall wealth plan.

If your estate plan isn’t complete or has failed to include certain considerations it could cause significant risks for your hard earned wealth or have significant unintended tax implications.

We hold our clients hand through the entire estate planning process and assist with the preparation of the right documents to ensure that the right assets end up in the right hands, assets are protected and wealth is preserved. 

Book a complimentary, obligation-free meeting today so that we review your current estate plan and comment on its tax effectiveness.

SUCCESSION & ESTATE PLANNING
TESTIMONIALS

What clients are saying about us.

Sam Grace - Jacob Grace Plumbing Service
CLIENT SINCE 2012

Opulento makes life easy for our small business. One aspect that we love is being on a monthly billing plan. Rather than receiving a big end-of-year bill, a monthly direct debit gives us full access to Opulento’s accounting services throughout the year. This has helped us enormously with cash flow.

Kelly Carniel - Carniel Constructions
CLIENT SINCE 2015

Initially recommended to us by a friend, Chris and his team have been looking after our personal and business taxation and finances since 2015. Chris has always taken the time to understand our business and our aims. His team offers top quality accounting with a friendly and personal approach. We would have no hesitation in recommending Opulento to others and look forward to a long-standing professional relationship.

Hamish Colville - Colville Constructions
CLIENT SINCE 2008

Opulento offers a comprehensive, excellent service. The team is quick to answer emails and phone calls, and they’re highly organised so I know I can rely on them. They’ve been invaluable to me and my business and I’d recommend them without hesitation.

Yung Quach - Flinders Peak Medical Centre Pharmacy
CLIENT SINCE 2012

Opulento looks after both my personal and business accounting. Chris and the team make everything easy for me; their expertise is vital to my success. They are very straightforward to work with and always respond quickly to emails and phone calls. We meet every six months and go through everything I’m doing in the business to find ways to optimise my tax position, make improvements and save money.

Dr Angelo Contarino - Clinical Psychologist
CLIENT SINCE 2018

Opulento was invaluable when, following the purchase of a building, I set up my private practice under a self-managed super fund. From helping me structure my finances in a way that will maximise profits, to managing our accounting software, they’re on hand to answer any questions along the way. Paying monthly by direct debit is convenient; I don’t have to think about it and it’s easy to claim at tax time.

Rob Shears - Wilsons Advisory
CLIENT SINCE 2009

I’ve trusted Opulento with my own personal tax matters – and those of my family and friends – for many years. Chris gives impeccable advice, and he’s adept finding elements that will optimise my tax situation.

Talk to us.

Let’s talk about your financial future. Get in touch with us today.
 
  • (07) 3859 4180

  • admin@opulento.com.au

  • Unit 1/ 414 Upper Roma Street
    Brisbane QLD 4000 You can park onsite for free when you visit us.

  • PO Box 15297
    City East QLD 4002