FIXED FEE BUNDLES FOR
BUSINESS OWNERS
BUSINESS STARTER
You have 1 small business or trust.
You have simple and clear wishes.
You have assets of under $500k (including life insurance and superannuation).
You have simple and clear wishes.
You have assets of under $500k (including life insurance and superannuation).
INCLUSIONS:
|
PRICE
Individuals $1, 600 Couples $2, 400 Initial consultation: $ 700 Remaining invoices will be issued in stages, as agreed. |
BUSINESS FLEXIBLE
You have up to 2 entities. You have assets over $550k (including superannuation and life insurance). You may have a self managed super fund. You need a structure to secure assets again future relationship breakdowns. Great if your main goal is to provide for minor children and/or grandchildren.
|
INCLUSIONS
|
PRICE
Individuals: $2,750.00 Couples: $3,850.00 Initial consultation: $700 Remaining invoices will be issued in stages as agreed. |
BUSINESS PREMIUM
Everything in the Business Flexible bundle PLUS you require some comprehensive advice
around complex asset holdings and/or complex gifting, complex business succession planning. If you have
more than one extra feature that you need to flesh out with a lawyer in order to create a great and robust
estate plan.
Great for blended families who also run businesses. Great for complex gifting wishes/asset holdings as we will provide
you with additional advice and guidance around your estate and business planning documents.
around complex asset holdings and/or complex gifting, complex business succession planning. If you have
more than one extra feature that you need to flesh out with a lawyer in order to create a great and robust
estate plan.
Great for blended families who also run businesses. Great for complex gifting wishes/asset holdings as we will provide
you with additional advice and guidance around your estate and business planning documents.
INCLUSIONS
- Will (which may include a standard, flexible or multiple testamentary trusts or complex gifting provisions) that takes into account your various business interests or specific gifting wishes, including up to 2 entities;
- Enduring Power of Attorney (Qld) tailored to you with two plans (a primary plan and a backup plan) for making decisions when you’re still alive;
- Review of your life insurance and superannuation arrangements;
- Guidance and advice to align your superannuation and life insurance with your estate plan.
PRICE
Individuals: $3, 850
Couples: $4, 950
Initial consultation: $700
Remaining invoices will be issued in stages as agreed.
Individuals: $3, 850
Couples: $4, 950
Initial consultation: $700
Remaining invoices will be issued in stages as agreed.