Helping You Plan with Purpose
Estate planning isn’t just about documents, it’s about peace of mind. At Sandstone Advisory, we support individuals and families with practical, tax-aware estate planning that helps ensure your wishes are honoured and your assets are protected. Whether you’re thinking about your legacy for the first time or revisiting your existing arrangements, our virtual services make it easy to get trusted support, wherever you are in Australia.
Why Estate Planning Matters
Estate planning allows you to make informed decisions about what happens to your assets, business interests, and financial responsibilities after you pass away or lose capacity. Done properly, it can reduce stress for your family, prevent disputes, and ensure tax-efficient outcomes.
We focus on making the process as simple, respectful, and forward-looking as possible.
How Sandstone Advisory Supports You
We work alongside your lawyer or financial planner to provide estate planning support grounded in accounting and taxation insight.
- Asset Mapping: Identifying key assets, liabilities, and ownership structures.
- Tax Efficiency: Structuring your estate to minimise tax burdens for beneficiaries.
- SMSF Considerations: Aligning your superannuation and pensions with your estate intentions.
- Business Succession Support: Planning for business continuity and ownership transition.
- Executor & Trustee Guidance: Clarifying obligations for those managing your estate.
Common Estate Planning Scenarios We Assist With
Everyone’s circumstances are unique, but here are some of the situations where we provide clarity and structure:
- Blended Families: Navigating complex relationships and ensuring fairness across generations.
- Property Holdings: Managing tax implications of investment properties and the family home.
- Business Owners: Coordinating estate and succession planning across personal and business assets.
- High Net Worth Individuals: Planning for Division 296 and other superannuation tax considerations.
Key Elements of a Strong Estate Plan
We help bring all the pieces together so your estate plan works in practice, not just on paper.
- Will Integration: Ensuring tax-effective treatment of assets passed under a will.
- Trusts: Supporting use of family trusts or testamentary trusts in long-term planning.
- Binding Death Benefit Nominations: Coordinating SMSF payouts with your overall wishes.
- Enduring Powers of Attorney: Planning for decisions made on your behalf during incapacity.
- Capital Gains & Tax Planning: Understanding the implications of asset transfers and disposals.
Our Process: Personal, Practical, Professional
We tailor every engagement based on your stage of life and your estate goals. Our process is clear, collaborative, and handled with care.
- Initial Conversation: Understand your concerns, goals, and current arrangements.
- Information Gathering: Collect key financial, SMSF, and business data.
- Planning Consultation: Identify risks, opportunities, and structural improvements.
- Collaborative Execution: Coordinate with your solicitor or financial planner to action changes.
- Review & Adjust: Make sure your plan evolves with changes in family, law, or finances.
Online Estate Planning Services Without the Hassle
With our virtual model, getting expert estate support is simpler than ever. Whether you’re in a capital city or regional Australia, we can assist you securely and efficiently online.
- Flexible Appointments: Book at times that suit you.
- Secure Document Sharing: Upload, review and approve documents digitally.
- Ongoing Access: Check in with us any time your circumstances change.
Ready to Plan Ahead?
Estate planning is a personal journey, but you don’t have to go it alone. Sandstone Advisory is here to help you protect what matters most. Book your consultation today and start building a plan with purpose.