Estate Planning

Peace of mind for you and future security for your loved ones – from the leading Australian Small Business Accounting Firm & Women’s Regional Professional in 2023 & Australian Regional/Suburban Accounting Firm in 2024

At Palfreyman Chartered Accountants, we understand that estate planning is about more than just having a will in place – it is about protecting your legacy, securing your family’s future, and making sure your wishes are honoured. 

Based in the heart of the Hunter Valley, our team of Chartered Accountants provides comprehensive estate planning services tailored to the unique needs of individuals, families and business owners in regional communities. 

Why Estate Planning Matters

Estate planning is essential for:

  • Ensuring your assets are distributed according to your wishes
  • Reducing the tax and emotional burden on your estate and beneficiaries
  • Protecting family businesses or rural properties through succession planning
  • Avoiding family distributes and legal challenges
  • Planning for incapacity with Powers of Attorney and Enduring Guardianships

Whether you are just starting to think about the future or need to update an existing plan, we are here to guide you through the process with clarity and care. 

Our Estate Planning Services

We collaborate closely with you (and your legal advisors as required) to create a comprehensive plan that reflects your personal, family and business goals. Our services include:

  • Structuring testamentary trusts in accordance with your will
  • Tax-effective strategies to minimise estate taxes
  • Business succession planning
  • Asset protection for families and vulnerable beneficiaries
  • Setup and management of Self Managed Super Funds (SMSFs)
  • Support with Powers of Attorney and Guardianship measures
  • Estate administration guidance

A local team you can trust

With deep roots in the Hunter Valley and decades of experience working with rural and regional families, we understand the complexities of estate planning in personal, farming, vineyard and small business contexts.

Our clients value our ability to explain complex tax and financial concepts in plain English, and to offer practical, down-to-earth advice tailored to your life – not just your balance sheet. 

Local Expertise

Deep understanding of Hunter Valley families and businesses.

Straightforward Advice

No jargon, just clear guidance.

Proven Experience

Trusted by regional families and businesses.

The Australian Construction Industry Forum has for the last seventeen years engaged the accounting services of Palfreyman Chartered Accountants, and we greatly value their services. We have found the staff to be knowledgeable, caring, highly efficient and very helpful. Their expert understanding of MYOB has been much appreciated by our small office team, and the preparation of accounts for auditing has been outstanding.
Dr James Cameron
Dr James CameronExecutive Director of the Australian Construction Industry Forum
After becoming dissatisfied with the services of another accounting firm, we looked around and found Palfreyman Chartered Accountants. We had a consultation with Simone, finding her very professional and met the friendly team at Palfreyman Chartered Accountants. Safe Act Pty Ltd working with Palfreyman Chartered Accountants, has found good communication with only a phone call away, not waiting for a call back. Palfreyman Chartered Accountants was able to point us in the right direction for positive growth and relieve the pressure of financial reporting.
Gregory Allen
Gregory AllenPrincipal Advisor, Safe Act Pty Ltd
Before launching our small business we turned to Simone, who advised us and structured the whole framework of the operation. She has provided a wealth of information and guidance and worked very hard to keep us on track. We could not have managed without the support of Simone and her team.
Noel HarrisonDirector, OOSHcare Pty Ltd
I feel comfortable and confident with the team at Palfreyman’s. They are a lovely, bright group of people. I have needed some very unusual advice and Simone and her team have helped beyond my expectations. I’m more than happy to recommend Palfreyman Chartered Accountants for business establishment and accounting advice.
Our Village Project / CoWork Space
I would like to thank Simone from Palfreyman Chartered Accountant for her time in helping me establish Hunter Hands of Hope. She is amazing, such a genuine, gentle and kind hearted soul.
Melissa GontierFounder, Hunter Hands of Hope
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Ready to start planning?

You don’t have to wait for retirement to get your affairs in order. A well-crafted estate plan offers peace of mind today, and security for tomorrow.

Fill out the form below to request a  consultation with our experienced Chartered Accountants today.

Let’s protect what matters most – together.