Working with Accountants Package

This package provides:

• Key insights about how an accountant can assist and provide helpful advice as your loved one’s personal and financial circumstances change – so financial matters are up to date
• Important information about specialist accounting advice to consider including intergenerational wealth transfer and estate planning – providing comfort and peace of mind
• Ideas on what to ask an accountant as part of planning for government funded aged care services – so you are prepared and informed
• Tips on how to choose a qualified accountant – so you get what you are paying for
• Handy list of documents you need to locate and questions to ask – ensuring information is at hand when it is needed
• Editable downloadable Checklist – for you to work through at your convenience