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My
Succession
by Accord

Crafting Lasting Legacies

Shape your generational legacy with 'My Succession' by Accord. From strategic planning to family engagement, we ensure your legacy thrives across generations

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My Succession
Generational Legacy Planning

Your legacy is more than just financial assets—it's the culmination of your life's work, values, and aspirations. With 'My Succession,' we provide the stewardship required to ensure this legacy is not only preserved but thrives across generations. 

Accord understands the complexities of transitioning wealth and values, and we're here to be your trusted guide in this deeply personal journey.

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Service Inclusions
Super Death Benefit Nominations

Expert guidance on distributing superannuation death benefits to beneficiaries and preparation of SMSF Wills by our solicitor acting on our instructions.

Estate Planning Consultation

Expert guidance to protect your wealth and safeguard it for your family “bloodline”.

Tax Planning for Succession

Strategies to bring scattered assets under one cohesive structure, enhancing management efficiency.

Legal Document Preparation

Following consultation with you in respect of your Estate Planning needs, we assist with the drafting of key legal documents such as wills, enduring powers of attorney and guardianship, and trusts with our preferred solicitors acting on your instructions.

Family Meetings & Mediation

Facilitation of family discussions to ensure clarity, understanding, and consensus on succession matters.

Asset Structuring

Recommendations on how to best structure your assets for efficient tax planning, creditor protection and protected transfer for succession.

Service Benefits

Strategic Legacy Planning

Craft a vision for your wealth that serves present and future generations.

Smooth Wealth Transition

Ensure the next generation in your family receives your legacy exactly the way you want them to.

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Tax-Efficient Succession

Implement structures that reduce the tax liabilities during the wealth transition phase.

Asset Protection

Safeguard your legacy from any unforeseen circumstances or liabilities.

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Guidance on Legal Compliances

In conjunction with our preferred solicitors, we assist you stay updated and compliant with the evolving legal landscape of estate and succession planning.

Holistic Family Engagement

Engage every family member in the succession process, ensuring alignment in values and objectives.

Frequently Asked Questions (FAQs)
  • What services does Accord offer?
    At Accord, we provide a comprehensive range of financial services, including Accounting, Taxation, Business Advisory, Finances Management, Wealth Amplification, and Succession Planning.
  • How do I begin my engagement with Accord?
    How do I begin my engagement with Accord?
  • What industries do you specialise in?
    What industries do you specialise in?
  • Are your services tailored for both individuals and businesses?
    Are your services tailored for both individuals and businesses?
  • How do you ensure the privacy and security of my financial information?
    How do you ensure the privacy and security of my financial information?
  • Do you provide international financial services or only operate domestically?
    Do you provide international financial services or only operate domestically?
  • How do your fees work?
    How do your fees work?
  • Can I switch between different services at Accord?
    Can I switch between different services at Accord?
  • How often will I be updated about my financial status?
    How often will I be updated about my financial status?
  • What makes Accord different from other accounting and financial service providers?
    What makes Accord different from other accounting and financial service providers?
  • Do you offer digital solutions or is everything paper-based?
    Do you offer digital solutions or is everything paper-based?
  • Is there a minimum engagement period for your services?
    Is there a minimum engagement period for your services?
  • What measures do you have in place for dispute resolutions?
    What measures do you have in place for dispute resolutions?
  • How do I provide feedback or suggestions about your services?
    How do I provide feedback or suggestions about your services?
  • Can I avail multiple services simultaneously?
    Can I avail multiple services simultaneously?
  • What is your approach towards sustainable and responsible investing?
    What is your approach towards sustainable and responsible investing?
  • Are there any hidden charges I should be aware of?
    Are there any hidden charges I should be aware of?
  • How do I recommend Accord services to a friend or colleague?
    How do I recommend Accord services to a friend or colleague?
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