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Secure your family's future with comprehensive estate planning services that ensure your assets are protected, your wishes are honoured, and your legacy is preserved for generations to come.
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From setting up and managing family trusts to ensuring your intentions are clearly defined and legally sound, your dedicated Liston Newton estate planner will guide you through any course of action you choose.
Ensure your will reflects your current intentions and legal requirements, offering peace of mind that your estate will be managed exactly as you desire.
Will reviewSafeguard your estate for future generations by establishing a testamentary trust that provides controlled distribution of your assets according to your wishes.
Testamentary trustProtect and manage assets for your loved ones with disabilities, ensuring their long-term care and financial security through a carefully structured disability trust.
Disability trustEstate planning is about more than just distributing your assets; it’s about ensuring your family’s future is secure and your wishes are respected. At Liston Newton, we provide effective estate planning services that are tailored to your unique needs, helping you create a comprehensive plan that protects your loved ones and preserves your wealth across generations.
We understand that estate planning can be complex and emotionally charged, which is why we approach each plan with the utmost sensitivity to ensure your estate is handled according to your wishes and in the best interests of your family members. We’ll give you the peace of mind of knowing your family will be financially secure and comfortable.
With decades of experience in estate planning, we’ve guided countless clients through the process of protecting their assets and securing their legacies. Our approach is built on a deep understanding of the legal and financial complexities involved, including tax law, allowing us to craft personalised estate plans that meet your specific needs.
Our long-standing client relationships are a testament to our commitment to providing clear, thoughtful guidance on nearly any financial matter, from succession planning to managing the capital gains tax implications of passing on wealth.
We’ve earned seats at major financial institutions and unions across Australia.
Our aim is to protect your assets and ensure your family’s future is secure. To do this, we’ll craft a tailored estate plan that reflects your wishes and long-term goals. We’ll ensure that when the time comes, the assets passed to your loved ones are managed strictly and efficiently.
Kieran Liston and the Liston Newton team have been assisting me with my accounting matters since 1976. For the past 47 years, Kieran and the Liston Newton team have provided reliable accounting assistance, which has allowed me to focus on my business in primary production.
Their exceptional service has consistently exceeded my expectations and made me feel that they truly care about my financial well-being.
Liston Newton has given me really helpful guidance over the years for both my business and my personal finances. When you have an accounting team that you trust to give the right advice, it gives you the confidence to focus on growing your business and doing the things you love.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Take advantage of our expert financial guides, created to give you deeper knowledge and greater confidence in your financial decisions. Whether navigating retirement planning or seeking new ways to grow wealth, these free resources provide practical strategies you can apply immediately.
At Liston Newton, we offer estate planning advice to clients across Australia, whether in person at one of our offices or through virtual meetings. We make it easy and convenient to secure your family’s future, working around your schedule to provide expert guidance wherever you are.
There are many software platforms on the market, all with their niches. We recommend using cloud-based software, and the market leader is Xero.
Xero ensures real-time management of your books and gives you the information you need to run your business. You can work anywhere, anytime, and save time on books. It's easy to collaborate with your bookkeeper and accountant to grow your business.
Accountant firms do more than just prepare your tax returns and financial statements. We are strategic advisers who help you make the right decisions to grow your business. Choosing the right accountancy firm is essential to any business owner seeking financial success.
Personal accounting services are equally important; they provide you with the expertise to reduce your tax liability and future-proof your personal wealth. With the ever-increasing data matching and scrutiny from the ATO on individual taxpayer deductions, our meticulous accounting tax services can ensure you claim the correct deductions for your tax returns.
We get asked this common question when, for example, a profit and loss statement shows a profit of $100,000, yet the bank balance is in overdraft. There are the common areas where your cash might have gone whilst not affecting the bottom line, including:
We are an Australian accounting firm devoted to taking your business to the next level.
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