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Working with Accountants Package

$125.00 (incl GST)

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

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