Nobody likes to talk about dying, but estate planning is essential to ensure everything you’ve worked hard for is not lost.
Estate planning is one of life’s necessities and knowing your hard-earned assets will be dealt with in the manner of your choosing provides peace of mind.
Estate Planning
Effective estate planning ensures your appropriate assets are with the appropriate people at the appropriate time!
We will work with you to create an estate plan that will help you protect your family’s welfare and hard-earned assets in the event you pass away.
Estate planning is not just about drawing up a will. It is the key way to safeguard your family’s future. It will give you peace of mind that your estate will be handled as smoothly as possible – and according to your wishes. The end goal of any estate plan is to generate wealth and then protect or quarantine assets so they remain available for distribution as you wish, and not exposed to any risks.
Wills
A will provides you a level of certainty and peace of mind knowing you have control over your estate. The only way to ensure this is to have an up to date will in place to provide protection and a future for your family in accordance with your wishes.
PREPARED BY A LAWYER
For ultimate protection, we engage specialist estate planning lawyers for you so that your estate plan is specifically tailored to your needs and circumstances, using an approach that minimises tax, is cost effective and compliments your overall financial plan.
Information We are required to Disclose to You
As a Registered Tax Agent (TA 62943015), our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
1 . Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint about our Tax Agent services, you will need to contact us in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact our office manager, Angela Tirabassi, by email (angela@ceebeks.com). Your complaint will be investigated by Angela or another Team member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.