Estate Planning Accountant Melbourne

Keep your precious property in the right hands with a PCR estate planning accountant

Estate plan accounting helps direct your wealth to the places you want it to go and not to the places that you don’t when you are no longer around or able to manage your estate and assets. This is where PCR Accounting & Advisory’s estate planning services can help.

— Estate plan accounting is the best way to protect your estate

Our estate planning accountants handle your estate with care, consideration and the utmost diligence.

We want you to feel confident that you’re not leaving anything up to chance, which is why an expert estate planning accountant can provide you with honest, professional and tailored estate planning services and estate plan advice.

Our customised estate planning services ease the burden of legal matters regarding your estate and assets should you die or be incapacitated. Choose PCR Accounting & Advisory as your estate planning accountant.

Estate Planning FAQs

An estate plan is far more than a simple Will; it covers many other aspects relating to the transfer of your wealth after you pass away. Family trusts, powers of attorney and the tax implications for beneficiaries can all be managed with an estate plan.

A solid estate plan ensures your property and assets are distributed according to your wishes and ensures assets outside of your estate that you control are dealt with in accordance with your wishes. Your estate plan also names the people who will administer your estate, any guardians of underage children. Estate planning gives you the confidence to know that your assets are managed how you want them to be when you are no longer here.

By having an estate plan in place, you will help your beneficiaries avoid difficulties and disagreements because you can:

  • Stipulate the amount of ownership and control each of your beneficiaries has over your assets
  • Reduce the tax payable on the income and capital gains earned on assets
  • Ensure your assets are protected if the beneficiary is involved in any legal difficulties such as divorce or bankruptcy

With the help of a PCR estate planning accountant, we can ensure the right structures are in place, your assets are distributed the way you want and that you and your loved ones aren’t paying any financial penalties.

Confidence and Certainty for the Future

PCR’s estate planning accountants help reduce the stress and uncertainty by securing your wealth and protecting your family’s future. From investment properties to your business and the family home, a well-structured estate plan can give you the confidence of knowing your assets are distributed how you want them when you are no longer around. Want to protect your business too? Speak to us about our succession planning services.

Why Choose PCR as Your Estate Planning Specialist?

Our estate planning consultants offer honest estate plan advice without the nonsense.
We work with you one-on-one to get a full picture of your assets and estate and protect them.
We create a tailored estate plan so you can be sure your wealth is in the best hands when it comes time.

Your Trusted Estate Planning Accountant

As one of Melbourne’s most trusted estate planning accountants, you can rest assured that PCR has set you and your family’s future up for success with expert retirement and estate planning services. Don’t let your family and financial security down with a poor approach to estate plan accounting; start preparing today so you can feel in control and confident moving into the future.

Owner of PCR Accounting & Advisory, Peter Marmara-Stewart is a SAPEPAA foundation member and accredited advisor specialising in strategic business advice, asset protection & structuring and cashflow maximisation. Click here to find out more.

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    Melbourne: 03 9847 7516

    Morwell: 03 5134 1778



    Suite 98, Level 27/101 Collins St, Melbourne VIC 3000

    26 Buckley Street, Morwell Vic 3840