Estate Planning Melbourne

Comprehensive Estate Planning for a Secure Future

It is absolutely critical that your estate planning is addressed in order to ensure that your valuable assets are administered in accordance with your wishes. This will provide you with peace of mind that your assets will pass to your beneficiaries in accordance with your will and in the most tax effective and appropriately structured manner.

Our Estate Planning advice provides you with peace of mind

Ensuring that your valuable assets pass to your intended beneficiaries on your demise is a critical aspect of structuring your portfolio of investments and ensuring that the assets are held in the most appropriate structure for your beneficiaries for generations to come.

Many clients may not find estate planning enjoyable at first, but they soon appreciate its benefits in securing their legacy. A well-designed estate plan:

  1. Protects Assets – Shields valuable assets from potential creditors or risks, ensuring preservation for future generations.
  2. Maximizes Tax Efficiency – Reduces estate and income taxes, allowing more wealth to pass to beneficiaries in a tax-advantaged way.
  3. Controls Distribution – Ensures assets are managed and distributed according to their wishes, with trustees or executors overseeing the process.
  4. Reduces Family Conflicts – Promotes family harmony by clearly outlining asset distribution and expectations.
  5. Creates a Lasting Legacy – Allows clients to support causes important to them, ensuring their values endure.

Though complex, estate planning brings peace of mind, aligning wealth management with personal and family goals for generations.

Estate Planning in Melbourne

Achieving Your Legacy with Confidence and Efficiency

MGIDC are experts in working with estate planning lawyers to understand and implement all of your estate planning objectives. We will ensure that the process is quick and effective and we guarantee to achieve an outcome that provides you with peace of mind.

We Automate Using Technology

Being a cloud based firm, we have invested in our processes and technology so that we spend less time crunching numbers and more time advising clients.

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.

Management Reporting Packs

Implementing an effective estate plan plan has a number of significant benefits including, ensuring that your valuable assets pass to the intended beneficiaries, achieving the optimal tax result and providing your beneficiaries with the most flexible structure to administer the estate assets.

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.

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.

Virtual CFO

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.

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.

But don't just take our word for it...
Reviews & feedback
Louise Dawson
Louise Dawson
CEO Australia and New Zealand - DefibsPlus
"We have engaged MGI Dobbyn Carafa for the last 10 years for professional services. We continued to be extremely satisfied with their services as they help us to navigate through a continually challenging compliant landscape in business. MGI Dobbyn Carafa are innovative, professional with a friendly family style which is very disarming when you may feel overwhelmed with the challenges of growing a business."
Simon Meers
Managing Director - AirMet Scientific
"The team at MGIDC provide exceptional business support providing a detailed analysis of our company's financial performance and corporate governance, together with big picutre strategic planning."
Matthew Bleeze
General Manager - Air Powered Services
"We found the D+C team was very easy to work with and provided an efficient, effective, and easy to manage solution and approach to the task. Overall, D+C took the time to get to know about our business and helped create a tailored solution that perfectly suited our needs.”
Mark Emerson
Managing Director - Lighthouse Corporate Coaching
"Anthony has an excellent grasp of the financial drivers of profitability; thinks deeply and effectively about solutions to roadblocks confronting our clients and gets the job done in a timely and effective manner."
Fouad Elsaadi
Operations Manager - Exergenics
“Abhishek Sharma and his team stood out for making the audit process seamless and informative. The MGIDC was always readily available to address our questions and concerns. Their responsiveness created a collaborative and efficient atmosphere, ensuring the audit progressed smoothly.”
Michael Zeng
Michael Zeng
Autorola
"We are very grateful to have MGIDC as our accountants and auditors. Their expertise has been instrumental in managing our financial affairs. From preparing financial statements to advisory services and auditing, Devan, Abi, and the team have consistently demonstrated a high level of professionalism and dedication. Their ability to navigate complex financial matters, meet deadlines, and provide clear, insightful advice has not only saved us money but also given us peace of mind. I appreciate their proactive approach, responsiveness, and the customized service they consistently deliver. We highly recommend MGIDC to anyone seeking a reliable and knowledgeable partner in managing their financial well-being."
John
John Micheloudakis
Air Powered Services
"MGIDC has consistently delivered top-notch services that have greatly contributed to the success of our business. Their attention to detail, and innovative solutions have set them apart in the industry. It is rare to find a supplier that not only meets but exceeds expectations consistently, and MGIDC has managed to do just that. What sets MGIDC apart is not only the quality of their offerings but also their commitment to customer satisfaction. The team is responsive, accommodating, and always goes the extra mile to ensure our needs are not just met but surpassed. Their dedication to building strong, lasting relationships is a testament to their professionalism and integrity."
Gin
Gin
Cellarhand – Financial Controller
"Thank you to Anthony, Chris, Neil and the whole team. Professional yet caring and supportive across all facets of the business. A total game changer for us. Could not recommend highly enough whether it be accounting services or their unrivalled business negotiation skills. Looking forward to many more years working together."
YPS Group
YPS Group
Client
"The YPS Group have been a longstanding client of MGIDC. Anthony Carafa and his team have played an integral role with our investments, property and construction projects, and family affairs. Throughout the years, MGIDC have assisted us with complex accounting and taxation advisory work, superannuation and succession planning, management and financial reporting, family office, lending, and insurance services. We would like to take this opportunity to thank Anthony for his reliability and ability to consistently provide highly technical and broad services. Most importantly, we would like to thank Anthony for his trustworthy and personal approach, and unwavering support for our projects and our family."
headshot woman
Paula
Client
"Cannot be happier with Nick and the team at MGIDC in handling our accounts. Any questions are answered with professionalism, understanding and patience. Nick always makes himself available to answer any concerns and is always quick to respond to emails with curly questions. Extremely satisfied with every interaction I have with the people at MGIDC and would recommend them highly!"

Our Accounting Services

Are you concerned at what could happen to your valuable assets on your demise?

We are specialists in working with estate planning lawyers to provide you with an effective estate plan. Please reach out to us today for a coffee on us, and let’s discuss your specific requirements.

Request a free phone consult
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:

Australian Financial Services Licence (AFSL)
CA and CPA qualified Accountants
Chartered Tax Advisors
Registered Company Auditors
Masters of Business Adminstration (MBA)
Real Estate Agents Licence
Xero Certified Advisors
+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.

5.33 out of 6 for client satisfaction
5 out of 6 for relationship satisfaction
100% of clients surveyed feel MGIDC positioned to help with acheiving their goals
71% of clients surveyed have annual revenue above $10M, employing 50+ staff
+84
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.

8.67 out of 10 for employee satisfaction
8.5 out of 10 for career empowerment
Fun; Family; Food - 3 most common words to describe the culture at MGIDC

Meet Our Estate Planning Team

The corresponding post type is disabled. Please make sure to 1) install The7 Elements plugin under The7 > Plugins and 2) enable desired post types under The7 > My The7, in the Settings section.

Our Core Services

Accounting, Tax & Advisory

Audit & Assurance

Blockchain & Crypto Advisory

Business Continuity Consulting

Corporate Advisory

Family Office

Lending and Finance

Business Sale Advisory

Assurance Services Reports

Management Reporting

Risk Advisory

Sell My Business

Strategic Consulting

Succession Planning

Assurance Services Analysis

Virtual CFO

Frequently asked questions about Estate Planning

It is essential to have an estate plan as it will ensure that your valuable assets which have been generated over your lifetime will be protected for future generations upon your demise and be allocated and managed in accordance with your will.

We would not recommend clients to prepare their own wills as there are complex laws dealing with the transfer of assets within group investment structures that will require the assistance of professionals in this space in order to achieve the desired objectives.

An appropriately structured estate plan will achieve asset protection, an allocation of assets that is consistent with your wishes, an appropriate taxation structure and overall peace of mind for you and, in particular, your beneficiaries.

It is important to consult a professional estate planning lawyer who will educate you on the critical aspects to consider when structuring your will.

Have we piqued your interest?

Let us buy you a coffee to discuss your requirements.

Request a free phone consult
Related Posts