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Trusts and Estates

Trusts and Estates

Protecting and maximising your wealth

Dying without a Will or a proper succession plan for your business can cause both anguish and financial loss for those left behind.
 
Are your assets protected in the event of your death?
 
By managing your estate while you’re still alive, you can make sure your estate is passed on to your beneficiaries in the most financially efficient and tax effective way possible.
 
Working closely with legal advisors, our taxation and business specialists can help you manage your estate by:
 
  • establishing an estate plan
  • planning and managing assets transfer
  • preparing wills and powers of attorney
  • resolving family disputes
  • appraising family wealth
  • administering deceased estates
  • forming and structuring companies and trusts
 
Will you be retiring in style?
 
Most people want to look forward to a comfortable retirement free from financial worries. Yet many are unprepared for this big financial commitment.
 
Bentleys specialist advisors can help you plan for your retirement by:
 
  • advising on life insurance and superannuation
  • valuing your business
  • preparing a succession plan
  • advising on Centrelink pension eligibility.

For all your trust and estate needs, contact a Bentleys Advisor today.

Talk To Your Bentleys Advisor

Kevin Cranfield

Director, Business Services, Audit, Sydney, Sydney, NSW +61 2 9220 0702
Kevin Cranfield is a founder and Managing Director of the Sydney practice and a member of the Bentleys Australia Board. With a diverse client base, Kevin specialises in Business Advisory and Audit services.

Peta Grenfell

Managing Director, Caloundra, QLD +61 7 5436 0300
Peta is the Managing Director of the Bentleys Sunshine Coast office and works closely with clients in many industries.

Ben Cameron

Managing Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Ben Cameron is the Managing Partner of Bentleys Brisbane and head of the firm’s specialist Agribusiness Team.

Nigel Banks

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0701
The Chairman and founder of the Sydney practice, Nigel Banks specialises in Business Advisory, assisting high-net-worth individuals and SMEs. Nigel also represents Asia Pacific as a Board Member of Kreston International.

Tina Kiernan

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Tina is a Director in the Business Services division of Bentleys, and has been with the firm since 2000.

Roger Thompson

Director, Auckland, New Zealand +64 9 600 3902
Roger Thompson is a director of the Auckland practice and one of the firm’s founders. He leads the taxation, trusts and corporate administration teams.

Fab Fanayan

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I love working closely with my clients and being part of their success! Giving client’s peace of mind that their financial affairs are in order and being their trusted advisor is what I enjoy”

Leonie Taylor

Partner, Caloundra, QLD +61 7 5436 0300
After joining Bentleys in 1979, Leonie was appointed associate in 1988 and admitted to partnership in 1991.

Leonie Taylor

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
After joining Bentleys in 1979, Leonie was appointed associate in 1988 and admitted to partnership in 1991.

Brendon Murray

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Brendon Murray is a Partner in the Business Services division of Bentleys Chartered Accountants. He has been with Bentleys since 2002.

Harold Lourie

Partner, Melbourne, VIC +61 3 9018 4666
Harold provides professional and personal services to a wide variety of business and high wealth individual clients including business structuring, taxation, management consulting, accounting and executorships.

Heath Shonhan

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Heath is a Business Advisory Partner in Brisbane. His national and international experience is underpinned by specialist focus in industries including health and aged care, family-owned businesses and community organisations.

Jon Carcich

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I get a real buzz when I coach a company through a particularly difficult time and see the management success and reach their business goals”

David Taylor

Partner, Melbourne, VIC +61 3 9018 4666
David Taylor consults on taxation and financial matters to a range of small to medium size enterprises and high wealth individuals. He is the Partner in Charge of the Estate and Succession Planning division of our practice.

Chris Hope

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0704
As a founder and Director of Bentleys Sydney, Chris specialises in Business Advisory services and advises clients across all types of family and business structures in the SME market.

David Wilson

Managing Director, Hobart, TAS +61 3 6242 7000
‘I particularly enjoy assisting people with making their businesses successful which in turn opens up many options for them in their personal lives.’

Roger Ellinson

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0700
Roger Ellinson joined Bentleys in 2013 as a Director in Business Advisory and Audit services. With over 32 years experience, Roger has particular expertise in the Health and Aged Care sector.

Lauren Welk

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Lauren Welk is a Director at Bentleys within the Business Services division. Lauren has over fifteen years' experience specialising in business advisory and tax planning services.

Bob Evett

Director, Audit, Sydney, Sydney, NSW +61 2 9220 0716
As the lead Audit and Assurance Director in Sydney, Bob has over 30 years experience in Business Advisory and Audit services. Bob's specialties include clients in the Charities and Not-For-Profit sector.

Nick den Heijer

Director, Auckland, New Zealand +64 9 600 3901
Nick den Heijer is a director of the Auckland practice and one of the firm’s founders. He leads the transaction services, financial reporting and outsourcing teams.

Karen Gambles

Director, Ulverstone, TAS 1300 361 346
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Andrew Keily

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Andrew is a Director in the Business Services Division at Bentleys. He joined the firm in 2005.

Jake Selinger

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0760
With more than 42 years experience in Business Advisory and Audit, Jake Selinger joined Bentleys in 2013 as a Director after merging his practice, Selingers Chartered Accountants.

Jodi Lupton

Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Jodi is a Director in the Business Advisory division, and is a Self- Managed Superannuation Specialist.

Peter Tran

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Peter is a Partner in the Business Services Division of Bentleys. He is a Chartered Accountant with more than fourteen years’ experience in the accounting profession. Peter joined Bentleys in 1998.

Philip Rix

Managing Director, Financial & Corporate Advisory Perth, Perth, WA +61 8 9226 4500
“I’m excited about the opportunity to have a positive impact on the financial affairs of each and every one of my clients. It is enormously satisfying knowing that I have assisted them in some small way, whatever that may be

Colin Chirgwin

Director, Taxation, Sydney, Sydney, NSW +61 2 9220 0703
As a founder and Director of the Sydney practice Colin Chirgwin leads the Taxation Consulting Group. Colin has over 30 years experience delivering specialist tax advice to local and international clients.

Rohan Dunsdon

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Rohan is an Associate Director and an active member of the Bentleys Agribusiness specialist team. He is a key member of the team for advising on large scale transactions in the cattle industry.

Jennie Lynn

Client Director, Superannuation, Sydney, Sydney, NSW +61 2 9220 0741
Client Director Jennie Lynn leads the Sydney Superannuation division delivering clients expertise in Self-Managed Superannuation Funds (SMSF), retirement and financial planning.

Gemma Cook

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
With over 10 years of experience in the accounting profession, Gemma provides business and taxation advice to private and family owned business, small to medium enterprises (SMEs) and high net wealth individuals.

Ross Prosper

Director, Taxation & Business Services, Perth, Perth, WA +61 8 9226 4500
“I enjoy tucking into complex tax legislation, seeing how it all fits together, then coming up with user friendly advice for my clients.”

Darren Lee

Director, Taxation Sydney, Sydney, NSW +61 2 9220 0705
Darren is a Director of Taxation in Sydney and leads the firm’s International Services and Asia Desk division.

Ryan Rostron

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Ryan joined Bentleys in 2007. He is a Chartered Accountant and an Associate Director in the Business Services division.

Michael Senchenko

Client Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0726
As a Business Services Client Director, Michael is responsible for a wide variety of clients, including all types of family structures and business groups including foreign subsidiaries and branches of international companies.

Scott Field

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Scott is an Associate Director within the Business Services division of Bentleys. He has over eleven years experience in the accounting profession.

Sharon Waldron

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Sharon is an Associate Director within the Bentley’s Business Services division. She joined Bentleys in 1998.

Ulli Bendle

Consultant, Caloundra, QLD +61 7 5436 0300
Ulli joined the Sunshine Coast office in 1983 and has over thirty years experience in the region.

Peta Bourne

Associate Director, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Peta Bourne is an Associate Director within the Business Services division of Bentleys. She joined Bentleys in 2004 as an undergraduate and has qualifications in Business and Information Technology.

Andrew Bertoia

Senior Manager, Business Services, Sydney, Sydney, NSW +61 2 9220 0713
Andrew is a business services manager, specialising in providing taxation and accounting services for clients in the middle market.

Matina Politis

Senior Manager, Business Services, Sydney, Sydney, NSW +61 2 9220 0723
As a Business Services Manager, Matina is responsible for a wide variety of clients, including High-Net-Worth individuals, professionals, and small-medium size family businesses.

Nick Gahan

Senior Financial Advisor, Perth, WA 9226 4500
I'm passionate about helping my clients to think about and to define their lifestyle and financial goals.

Teresa Marsoke

Manager, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Teresa is a Manager within Bentleys Business Services division and has over 14 years experience in the accounting profession.

Janelle Preston

Manager, Caloundra, QLD +61 7 5436 0300
Janelle is a Manager with more than 30 years industry experience. She is an SMSF specialist.

Margaret Tanwan

Manager, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
Margaret commenced work with Bentleys in the Business Services division in 1983 and was appointed a manager of the firm in 1989.

Luke Mulheran

Manager, Caoundra, QLD + 61 7 5436 0300
Luke has been with the Sunshine Coast team since 2008 and has a multi-disciplinary background.