You’ve spent a lifetime earning and building up your wealth, so you want to make sure the right people receive it.
At Liston Newton Advisory, we work with you to help you understand your assets, tax structures, and options that surround your estate planning. Then, we work with you to create a plan that ensures your estate is in good hands. We can help with will review, testamentary trust and disability trust.
We help guide you through the legal and financial process of creating a smart estate plan, and deliver advice that covers your entire financial and family situation.
Liston Newton Advisory has over 40 years of experience helping clients start, grow, and protect their personal assets. Leverage our experience to understand what’s needed in your estate plan.
Make the right decisions for your future by tapping into our trusted network of lawyers, solicitors, and estate specialists.
A well-crafted estate plan can last for generations to come, so we partner with you for the long term to ensure your future success.
Your estate planning is something that’s better to start doing early. This ensures that your wealth, assets, and family are all taken care of should anything unexpected happen.
Our team will work with you to ensure you understand all the factors involved with managing and distributing your estate. We’ll provide the right estate planning tips and advice to ensure you get peace of mind that your affairs are in order—and put the right wheels in motion to ensure that every eventuality is clearly mapped out.
We can also travel to your premises to consult with you face-to-face. It’s all part of our commitment to our clients.
We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Get expert advice and guidance on how to ensure your estate is taken care of the right way.
Our estate planning specialists ensure that you get peace of mind your wealth is in good hands—whatever your future holds.
Thorough planning of your estate is much more involved than simply drafting a Will. It’s important to understand the way your different assets, property, and other belongings are distributed.
As such, we recommend starting to think about your estate planning as soon as you’re earning a regular salary. This ensures you have enough time to carefully and thoughtfully plan for the future.
The key criteria that you need to meet are:
There are a number of key factors that go into planning your estate. These are:
Estate planning is the process of arranging for the management and distribution of your assets when you pass away, or become mentally incapacitated. Planning your estate requires a holistic look at your financial situation, and ensuring every aspect of your assets, property, and any finances are taken into account.
Thorough estate planning ensures that you’re able to carefully plan out who will receive particular assets or financial sums, and how and when this will be transferred to them.
Essentially, estate planning ensures you’re able to put a plan in place so your finances are managed even when you’re not around, and provide for your family in this eventuality.
Creating a thorough estate plan can help you manage your finances and assets by:
Selling a business is a big decision. It’s the end result of years of hard work, so you want to make sure you do it right.
We help you review your SMSF investment strategy so it’s appropriate for weathering a low yield environment. Click here to see how to do it.