Estate and Succession Planning
We realise that planning for major life changes is not easy or simple. Ensuring the smooth transition of wealth from one generation to the next requires a detailed understanding of your objectives, your business, tax law and issues around financial planning and superannuation. Logicca’s team focuses on developing effective strategies for the next phase in your life while liaising with solicitors. These strategies will be practical solutions for you, your family, customers, staff and stakeholders.

What we do

  • We realise that planning for major life changes is not easy or simple. Ensuring the smooth transition of wealth from one generation to the next requires a detailed understanding of your objectives, your business, tax law and issues around financial planning and superannuation. Logicca’s team focuses on developing effective strategies for the next phase in your life while liaising with solicitors. These strategies will be practical solutions for you, your family, customers, staff and stakeholders
  • Retirement planning
  • Risk management
  • Asset protection
  • Establishment of financial structures

Interested In Our Services