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Wealth Protection

  • Succession

  • Asset Protection

  • Estate Planning

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You’ve worked hard for what you have and it’s time to be smart about protecting your life’s work

Touch Accounting will provide the best plan for your retirement in managing your wealth the way you need it to work for you.

 

Access our services for:

  • Risk management

  • Tax minimisation

  • Superannuation

  • Self managed super funds

  • Insurance

  • Wills & Estates

  • Property and business succession

Touch Accounting are not only there to look after a couple or one person but their entire bloodline for multiple generations.

Succession, Asset Protection and Estate Planning (SAPEP) are all about family and family wealth protection. This is the new way of advising.

Touch Accounting has the skills and knowledge to advise on the following SAPEP areas:

  • Creating multi-generational succession planning with clients building legacy trusts for generations to come

  • Offering the option of enhanced bloodline and asset protection structures including Leading Member Discretionary Trusts and Leading Member SMSFs

  • Building Wills, testamentary trusts, enduring powers of attorney and advance health care directives

  • Creating special purpose Wills for SMSFs that enable spouses, adult children, and grandchildren to settle a deceased’s superannuation death benefits into a special purpose testamentary trust that lives outside the deceased’s estate

  • Developing multi-generational tax-free pensions for spouses, brothers, sisters and grandchildren

  • Comprehensive asset protection from bankruptcy and family provisions claims

  • Protecting business and personal assets with a Family Protection Trust.

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