(08) 9594 1963
Unit 7, 12 Belgravia Terrace, Rockingham, WA 6168
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Estates and Trusts

Our tax professionals provide estate planning advice to ensure your wealth is passed onto intended beneficiaries while maximising the value of your estate in the most tax-efficient manner.

We have a wide range of referral partners including lawyers and financial planners that work with us to ensure our clients get the right advice the first time.

The team at HBG provide assistance with:

  • Intergenerational wealth transfers

  • Estate distribution to minimise tax

  • Minimising the risk of family disputes and contests to your will

  • Appointing powers of attorney

  • Establishing trusts within your will

  • Binding death benefit nominations

The team at HBG are highly experienced in different accounting software packages including Xero, MYOB and Quickbooks and are dedicated to helping our clients keep up with technological advancements. We provide assistance with deciding on what software to use, setting it up and training your staff to streamline the process.