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0435 108 317
Chartered Accountants

Estate Planning Support for Morley Business Owners and Families

  • Estate planning is often seen as something to deal with later, but for many Morley business owners and families, the structure of their finances and businesses already plays a big role in how smoothly things will work in the future.
  • How assets are held, how businesses are structured, and how ownership is recorded all affect what happens when control changes hands. For business owners, this often overlaps with succession planning — particularly in family-run businesses or businesses with multiple partners.
  • We work with Morley clients to review their existing structures and financial arrangements so they align with their broader estate planning goals. This commonly involves looking at how businesses, properties, and investments are held, and identifying any potential issues before they become problems.
  • Where required, we work alongside solicitors to ensure the financial setup supports the legal documents being prepared. Estate planning works best when the legal and financial sides are aligned, rather than handled in isolation.
  • As circumstances change, estate planning arrangements should be reviewed. What worked when a business was smaller or when family circumstances were different may no longer be appropriate years later.
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I recently had the pleasure of working with Rabin for my tax needs, and I have to say that he is one of the best accountants I have ever worked with. Rabin goes above and beyond with his service, ensuring that everything is handled with the utmost care and professionalism. He is extremely punctual, always meeting deadlines without fail, and is very knowledgeable about tax laws and regulations.

Rabin has truly exceeded my expectations, he is always available to answer any questions or concerns I may have, and he takes the time to explain things to me in a way that is easy to understand.

Overall, I highly recommend Rabin to anyone looking for a skilled, reliable, and knowledgeable accountant. His exceptional service has made a significant difference in my financial affairs, and I’m grateful for all that he has done for me.

Cody Smith

Do you have any questions?

Our Morley Office

Office

08 6186 5470

Mobile

0435 108 317

EMAIL

rabin@pnoblegroup.com

ADDRESS

Suite 3, Level 1/13 Collier Rd, Morley WA 6062