Wills, Succession, & Estate Planning

Specialised Wills, Succession, & Estate Planning Services across Northern Queensland

Will & EPOA Preparation

At NQ Accounts, we understand the importance of having a valid Will in place (or revisiting your Will if it has not been looked at in the last two years). This document is crucial in outlining who you want to receive your property after your death, and it must be correctly drawn up, signed, and witnessed in order to be actionable. A will should also be evident in its wording, which is why we recommend having our accredited specialist prepare this vital document for you.

It is important, if not vital, to ensure that while fit, competent and able, you safeguard your financial affairs by giving a spouse, relative or close associate your enduring power of attorney (EPOA). This enables your EPOA to act on your behalf if you become sick, are quarantined for a long time or become incapable of managing your financial or health affairs. In addition, your EPOA may be given the power to take your position as trustee of a self-managed super fund (SMSF) if your deed allows. Plus, for companies where you may be the sole director, you can use our special process to set up your attorney as a successor director in the event of incapacity or death.

Importantly our firm offers EPOA's, Wills and SMSF Wills through our partnership with Lawyers and specialist estate planning advisers, to provide you and your family with these important solutions in these challenging times. Plus, the Wills and SMSF Wills that we build for you have the unique option of limiting any distribution to your bloodline only. This protects your hard-earned family wealth.

Start Preparing Your Will Today

Succession Planning Services

NQ Accounts understands that succession planning is vital for any business owner, and we are here to help. Whether you are looking to transition ownership to another person or firm or simply looking to retire, we can help you plan for a smooth transition. We will work with you to develop a plan considering your unique circumstances and goals. We understand the importance of accounting in succession planning, and we have the experience and expertise to help you navigate this complex process.

Estate Planning

NQ Accounts is dedicated to helping our clients with all aspects of their estate planning. We understand that the goal of estate planning is to ensure that as much of your assets as possible are transferred down your bloodlines while minimising the amount of taxes that must be paid.

We work with you to develop a customised plan that considers your unique circumstances and provides for the maximum transfer of assets to your heirs. We are partnered with a team of experienced professionals who are dedicated to providing you with the best possible outcome for your estate planning needs.

Self-Managed Superannuation Fund Allocation Through Wills

NQ Accounts are here to help you with all your self-managed superannuation fund needs, including planning for death benefits. We have a sound understanding of the options available to self-managed superannuation fund members, such as binding death benefit nominations (‘BDBNs’), self-managed superannuation fund wills, and testamentary trusts. We can advise you on the best course of action for your situation. NQ Accounts are accredited SAPEPAA advisors and have years of experience dealing with SMSFs.