Estate Planning Accounting Firm Australia | Top Class

Secure your legacy and safeguard your business with comprehensive estate and succession planning.

About Estate Planning & Succession

Estate planning & business succession are vital to ensuring the future stability of your assets and business. At Factor1, we help you create a comprehensive plan that outlines who will inherit your assets, how much they will receive, and when. Our experts provide tailored guidance to help you manage taxes, minimise costs, and protect your family’s future.

We also focus on succession planning to ensure a smooth transition of business ownership. From preparing for unforeseen circumstances to accommodating family members with special needs, we cover all aspects to guarantee that your wishes are honoured. With Factor1, you can rest assured that your estate and business succession plans are in safe hands, protecting what matters most to you.

Common Challenges We Help Address

Planning for the future involves more than just asset management—it’s about ensuring that your wishes are respected and your loved ones are protected. Factor1 provides personalised estate and succession planning to help you navigate these challenges.
  • Ensuring Control Over Asset Distribution
    We help you outline who will inherit your assets, how much they will receive, and when.
  • Minimising Costs and Legal Fees
    Our strategies focus on reducing taxes, court costs, and unnecessary legal expenses.
  • Preparing for Incapacity or Unexpected Events
    We provide plans for guardianship and care instructions if you become incapacitated.
  • Facilitating Smooth Business Transitions
    We help with business succession planning to ensure the proper handling and continuity of your business.
  • Accommodating Unique Family Needs
    We provide solutions for family members with special needs or complex inheritance situations.

Why Businesses Need Accounting & Bookkeeping

Streamline finances, ensure compliance, and drive growth with expert accounting solutions.

Estate planning is the process of arranging for the management and distribution of your assets after your death or incapacitation. It is crucial because it ensures that your wishes are honoured, reduces potential conflicts among heirs, and minimises taxes and legal fees.

Business succession planning involves preparing for the transition of business ownership, either due to retirement, incapacitation, or death. It ensures that your business continues to operate smoothly and that its future is secured according to your wishes.

Factor1 offers comprehensive estate planning services that include drafting wills, setting up trusts, appointing guardians, and minimising taxes and fees. We provide personalised guidance to create a plan tailored to your unique circumstances.

A solid business succession plan includes identifying potential successors, preparing a transition strategy, setting up legal agreements, and ensuring financial stability. Factor1 helps you create a plan that addresses all these elements.

The first step is to contact us for a consultation. We will discuss your needs, gather the necessary information, and guide you through each step of creating a comprehensive estate plan that suits your specific circumstances.

Why Choose Factor1? Your Satisfaction, Guaranteed.

Transparent Pricing

Know exactly what you're paying for with our upfront, competitive pricing—no hidden fees, no surprises.

Trusted Experts

With years of experience in bookkeeping, corporate services, and financial solutions, our team provides reliable, accurate, and personalised support tailored to your business needs.

Hassle-Free Support

Need assistance? Our responsive team is here to guide you every step of the way, ensuring a seamless experience.

Office Locations

Factor1 is proud to serve clients in person across Victoria or online throughout Australia. Whether you prefer to meet in person or connect virtually, our team is ready to assist you with all your accounting and advisory needs. Explore our office locations below to find the one nearest you.
Melbourne Office
Shepparton Office
KP Office
Bairnsdale Office
Lake Entrance Office

Discover how Factor1 can support your financial success. Schedule your complimentary consultation by clicking the ‘Book Now’ button or giving us a call. Let’s start planning for your future today.

Expert accounting and financial services tailored to your needs. From tax compliance to business consulting, we provide personalised solutions to help your business thrive.

Contact Info

Headquarters
Suite 46-47, Level 3,
Building 2,
1 Ricketts Road,
 Mount Waverley 
VIC 3149

Phone
1300 886 309

Email

Copyright © 2024 | All Rights Reserved | Terms and Conditions

Expert accounting and financial services tailored to your needs. From tax compliance to business consulting, we provide personalised solutions to help your business thrive.

Contact Info

Headquarters
Suite 46-47, Level 3,
Building 2,
1 Ricketts Road,
 Mount Waverley 
VIC 3149

Phone
1300 886 309

Copyright © 2024 | All Rights Reserved | Terms and Conditions