When those caring for loved ones with a disability, questions will arise of how best to continue caring for them, and how to put plans in place if you’re no longer around. It’s a difficult question—but fortunately, it has a clear answer.
At Liston Newton Advisory, we can work with you to help you establish a disability trust for your family members, and to ensure it's drafted into your Will to keep them supported in the future. This enables you to put a structure in place that guarantees assets are made available to fund ongoing care and support for your family member, without compromising their eligibility for a disability support pension.
We help guide you through the legal and financial process of setting up a disability trust, and deliver advice that covers your entire financial and family situation.
Liston Newton Advisory has over 40 years of experience helping clients with disability trust arrangements look after their families. Leverage our experience to understand what’s needed in your estate plan.
We help you tap into our trusted network of lawyers, solicitors, and estate specialists, so you can make the right decisions for you and your family’s future.
A well-crafted estate plan can last for generations to come, so we partner with you for the long term to ensure your family’s wealth is secure.
When looking after a family member with a disability, thinking about the future may not always feel easy. Our estate planning team understands this, and works with you to help set clear goals and a realistic strategy that takes your family’s unique situation into account.
We can help you ensure that you’re able to set aside the right assets to create an income source for this specific structure, and that a robust disability trust is also written into your Will. We ensure the trust itself is managed securely for the future, so you take comfort that your family member is looked after, no matter what happens.
We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
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.
We’ll help you map out every aspect of your estate planning so you get peace of mind.
Our disability trust specialists can help you plan, set up, and manage disability trusts for your family members, so you know they’re looked after for the future.
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