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Secure your wishes
Estate planning
Estate planning forms an integral part of your overall wealth management strategy. Ensuring someone distributes your assets following your wishes requires a formal plan to avoid complicated legal proceedings or messy family disputes after your passing.
Estate planning is more than creating an essential will. The tax implications can be complex, and you should plan in consultation with an estate planning investment and wealth advisor.
At North Advisory, we can advise on creating and implementing a trust. You can appoint a trustee to manage your assets and make decisions on your behalf, about when and how your beneficiaries can access their inheritance responsibly.
Establishing and administrating trusts
At North Advisory, we specialise in advising on establishing and administrating trusts. A trust allows you to appoint a trustee to manage your assets and make informed decisions about when and how your beneficiaries can responsibly access their inheritance. Setting up a trust and appointing a trustee reduces ambiguity and minimises potential disputes among your heirs.
While a will is a crucial component of estate planning, it must address your wishes for financial and medical care should you become unable to make decisions for yourself. Selecting individuals to manage your affairs during such times is a delicate matter best approached with the guidance of trusted advisors and thoughtful discussions with family members and close friends.
Tax considerations
The transfer of assets can also carry significant tax consequences for your beneficiaries. Engaging with an estate planning professional to address these tax considerations ensures that your strategy protects your wealth and minimises or equitably distributes the tax burden among those who will inherit your legacy.
Estate planning is a vital tool for developing a qualified and seamless succession plan for those who lead family-owned businesses. Expert legal advice can help mitigate potential family conflicts, while our team possesses the expertise necessary to assist in tax mitigation and succession planning, ensuring a smooth leadership transition.
For a no-obligation discussion on securing your estate and protecting your legacy, contact us today.
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“We were lucky that the transition to North Advisory was very smooth. We simply told our previous accountant that we were moving on, and the North Advisory team did the rest.”
Lu Wilson Sage Cosmetic Coaching
“Rather than becoming overwhelmed by figures, Marius and Cayle gave me clarity and enabled me to focus on the numbers that were most important to my business.”
Deb Croucher Founder & Strategic Director, Brilliant Digital“I felt that they really wanted to partner with me and support me as I continue to grow, and not just be crunching numbers all the time.”
Debbie Boyce Senior Manager“Having a professional business accounting team behind me was critical to my success. Marius and Cayle always helped me get the best result and they were always there when I needed them. They gave me the information that I needed and really helped me maintain successful businesses.”
Frank Iera Business Owner & Entrepreneur“Working with Marius and Cayle has been the best. With everything I need to think about as a business owner, their support allowed me to relax and trust that they had the numbers covered so I could focus on aspects like business growth and building success – the parts of my business that really excite me.”
Matt Harris Founder, Vegepod GlobalFrequently Asked Questions
What services does North Advisory provide?
North Advisory offers tailored accounting, tax, and financial advisory services for small to medium businesses across industries. Our services include bookkeeping, compliance and tax planning, cash flow management, financial reporting, advisory support, and tailored solutions specific to your business needs.
How does North Advisory help businesses improve financial performance?
North Advisory helps businesses improve financial performance by providing accurate reporting, identifying opportunities to streamline costs, forecasting future cash flow, and offering strategic advice to support growth and profitability. We work closely with clients to turn financial data into actionable insights.
Can North Advisory assist with tax planning and regulatory compliance?
Yes. North Advisory supports businesses with comprehensive tax planning, GST/BAS lodgements, regulatory compliance, and preparation for audits. Our team ensures clients remain compliant with current tax laws while minimising liabilities where possible.
What industries does North Advisory specialise in?
North Advisory specialises in accounting and advisory services for a range of industries, including construction, healthcare, manufacturing, technology, engineering, beauty salons, trade services and other service-based businesses, with tailored solutions that address industry-specific financial and compliance challenges.
North Advisory’s Reviews 
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Flo Mitchell
4 weeks ago
Changed to this company in 2019 from former accountant and love their approach of organizing everything for me face to face with Xero set up plus being able to call as much as I need for set annual fee. They also picked up on something that was not done correctly by my former accountant and saved me $4k for this.
Timothy Cummins
A month ago
They the truly the best, Martin and Judy are so experienced, knowledgeable & professonal, also quite like speaking with Rose : ) all people are so lovely!
Michael Iera
2 months ago
Positive, Responsiveness, Quality, Professionalism, Value
Michael Iera
2 months ago
Excellent company in regards to service and professionalism. Very experienced in dealing with complex matters. Highly recommended.
Reach out we are here to help
Recognising the uniqueness of each business, we specialise in customised accounting services crafted to meet your specific needs and drive business growth.
Don’t hesitate to contact us if you’re ready to streamline your financial management with tailored solutions. Your business’s success is our primary focus. Fill in the contact form or call us to book an initial 30-minute chat.
Suite 6, 11 Oaks Avenue
Dee Why, Northern Beaches
NSW 2099
Australia