Best Accountant Perth

Posted by MichealH Alexander on December 17th, 2019

Transferring your life’s work to those you wish requires planning. Ensuring a lasting legacy for your family is an emotional and complex task. We will guide you through a conversation about control, equity and fairness so that you can pass the baton in a planned and orderly way.

To ensure we create a comprehensive Estate Plan we will discuss issues such as:

Who should take control of my affairs

Is wealth to remain in your bloodline?

When and how will my heirs take control of assets?

What kind of trusts should I include in my estate plan?

Is my Estate Plan tax effective?

As part of this process we will also discuss attorney and guardianship powers and health directives to ensure the loss of legal capacity does not stop your affairs from being attended to appropriately. Accounting Firms Perth

Our Investment Committee employs a rigorous investment selection process guided by specialist asset consultants. Underpinning our investment advice are individually tailored portfolios designed to give clients the best chance of achieving their required outcomes. Portfolios are critically reviewed regularly to ensure that the assets are performing true to label. The committee meets at quarterly intervals and will act swiftly in communicating any response and actions required to changes in the investment landscape in the interim periods should circumstances warrant. Best Accountant Perth

We build portfolios around the framework outlined below;

Asset Allocation is the Key Driver of Returns

Markets Work

Independent Research is More Reliable than Industry Research

Risk and Return are Related

Effective Diversification Reduces Volatility of Returns

Past Performance is an Unreliable Predictor of Future Performance

Tax and Costs Impact Performance

Effective Implementation Adds Value

MichealH Alexander

About the Author

MichealH Alexander
Joined: September 11th, 2019
Articles Posted: 809

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