Estate Planning

Estate Planning Services

A well-structured estate plan is one of the most important financial arrangements you will put in place. Our team combines tax, legal, and financial planning expertise to ensure your assets go where you intend, efficiently and without dispute.

Wills and powers of attorney: clearly documented, legally sound, and reflective of your intentions.

Intergenerational wealth transfer: tax-effective strategies for passing assets to the next generation.

SMSF and super: advice on how your superannuation interacts with your broader estate plan.

Business asset protection: structures that protect personal and business assets from risk.

Investment structure planning: review of entity structures in the context of your estate strategy.

Coordinated advice: tax, legal, and financial planning expertise available through the same team.

Expertise Across Tax, Legal and Financial Planning

Estate planning done properly requires more than a will. Our team brings together tax strategy, legal documentation, superannuation advice, and financial planning to build an estate plan that is comprehensive, tax-effective, and built to last.

Peace of Mind for You and Your Family

When the right arrangements are in place, you and your family have the clarity and security that comes from knowing everything is documented, structured correctly, and ready for whatever the future holds.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our estate planning specialists combine tax expertise and financial advisory with close collaboration with our legal team, delivering thoughtful, comprehensive guidance.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest