Financial Retirement and Estate Planning Services

We work with you and your lawyer to ensure that your estate will pass to the next generation in a tax effective manner, taking into account your particular structures and individual circumstances. We will work with you to plan for succession within your business, whether this be the next generation of your family or an exit event to fund your retirement.

Peace of mind that your hard-earned wealth will pass to the next generation in line with your wishes in a tax effective manner

The goal of retirement and estate planning is to ensure that your loved ones will benefit from your bequests in line with your wishes, and in a tax effective manner.

As part of your succession planning, we will take into account the structures within your group that hold your assets, and ensure that there are mechanisms in place for these assets to transition to the next generation in a tax effective manner.

We will work in conjunction with your lawyer to ensure that your estate planning takes into account the above structures, as well as planning for tax effective asset and wealth transition.

We will help you to plan for retirement including considering future after tax income streams, cash flow planning, business exit and asset divestment.

Tax Accountants Melbourne
Assurance Services Development

Peace Of Mind

Peace of mind that your wealth will transition tax effectively to your chosen beneficiaries.

Assurance Services

Comprehensive Estate Planning for Tax Efficiency and Personalisation

Working with you and your lawyers to ensure your estate planning comprehensively considers your personal circumstances, your group structure, and your chosen beneficiaries, and is planned in the most tax effective manner.



But don't just take our word for it...
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Our Accounting Services

Do you want peace of mind that your estate planning taken care of?

Our most common services are listed below, but let us buy you a coffee to discuss your specific requirements.

Assurance Services Specific Issue

Financial statements and tax returns

Many organisations undervalue the importance of accurate and timely financial reporting.  Whilst you might not get as excited by the numbers as we do, we pride ourselves of our preparation; and our ability to keep up to date with the latest legislation changes to ensure the best possible tax position for your structure.

Assurance Services Reports

Management Reporting Packs

If you are a proactive business owner…wouldn’t it be nice to have a good grasp on the financial position of your business, with insights provided to help you make decisions NOW.  Well our Management Report Packs allow just that with a full set of financials completed monthly/quarterly, and a detailed analysis provided.  Take the guess work out of running your business.

Assurance Services Analysis

Taxation Planning

Every year, many of our clients participate in our tax planning.  Tax planning is the process of preparing your tax position for the end of the financial year before time, so that you can see what tax implications you may be faced with.  The advantage of seeing it before time, means that we can setup structures or plan the best course to ensure you get the most optimised tax position possible.

Risk Management

Structuring and asset protection

The correct structure setup is not only the best way to ensure you have the most optimal tax structure, it is critical for asset protection.  The risks of operating a business are great; so you need to ensure that you are operating in a structure that offers you the greatest protection.  We help by providing advice around the most optimal structure for you.

Assurance Services Rapid Response

The highest performing teams are assembled with mutually reinforcing strengths.  Numbers are our strength…so what better way to ensure that your business is performing optimally than getting one of our team involved on a regular basis.  From Payroll assistance, to cashflow management, our Virtual CFO services will ease your financial management concerns.

Adhoc Assurance Services Checklist

Other compliance

Along with year end compliance, our accounting firm in Melbourne also handles all other regulatory compliance services such as Business Activity Statement preparation, IAS, PAYG summaries, Payroll Tax, Land Tax, R&D concessions and more.

What makes MGI Dobbyn Carafa different?
Big firm capability...small firm relationships

Equipped with a team that has the experience and capabilities of a big firm, but maintaining our deep, personal connection is something we pride ourselves on. Our team are highly supported and we are conscious of wanting to keep our numbers small, but our value high.

est.
2006
Decades of expertise

We have a team of experienced professionals from a diverse range of backgrounds, highly qualified for every business need. Some of the qualifications our team possess include:

+87
Client Net Promoter Score®

We take great pride in our customer service and the deep relationships we have with our clients and we are humbled to learn that our clients feel the same way.

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Employee Net Promoter Score®

Much like client NPS®, we take great pride in our employee engagement and the deep relationships we have with our team as we support them on their professional journey.

Meet Our Tax Accountants

Frequently asked questions about Tax and Accounting

No, trust assets are not dealt with under your Will, and it is important to manage the control of your trust though the Appointorship succession. You can also leave a Statement of Wishes which is designed to guide the administrator of your estate, but is not binding.

A Super does not initially form part of your estate but can be directed there, or otherwise paid directly to your chosen beneficiaries via a death benefit nomination.

A good method of ensuring your chosen beneficiaries’ wealth is protected is via establishing a testamentary trust. This ensures that their entitlement is not held personally as risk, and it also has other tax benefits.

Have we piqued your interest?

Let us buy you a coffee to discuss your requirements.