Succession and Estate Planning
Have you considered how your financial legacy will be managed?
Our expert guidance helps you implement a plan that protects what matters most to you.
What is Succession and Estate Planning?
Planning for the future means ensuring your wealth is protected and transitions smoothly to the next generation. A comprehensive succession plan helps minimise risks and keeps your financial legacy intact.
At Omura, we guide individuals and business owners through estate and succession planning, structuring wealth transfers to be as seamless and tax-efficient as possible. Our approach includes trust structuring, tax-effective wealth transfers and business succession strategies, all designed to support your long-term financial goals and intentions.
Secure your legacyOur Financial
Modelling and Cashflow
Management Work
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Cash Movements
Inflows
Outflows
Asset Base
Our Taxation and Structuring Advisory Work in Action
Our Retirement Planning Work in Action
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Our Superannuation Work in Action
Making the Most of Your Superannuation
Many Australians view superannuation as a passive savings account, expecting it to grow on its own over time. However, this is quite passive and can potentially slow down the growth of your super nest egg. The truth is, without the right financial guidance, there can be so many missed opportunities to use strategic approaches that can significantly grow your retirement wealth. Let’s chat.
Book an initial callOmura’s Superannuation Strategies for a Stronger Future
While our superannuation financial advisory services are bespoke and tailored to each person, our overall approach to superannuation advice includes:
Our Comprehensive Approach to Superannuation Advice
Selecting a super fund that aligns with your long-term financial goals
Implementing tax strategies to optimise your retirement savings
Adjusting risk exposure to match your life stage and retirement plans
Selecting a super fund that aligns with your long-term financial goals
Exploring investment options and superannuation structures, including wrap accounts, SMSFs, master trusts and industry funds for greater flexibility and growth
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Making the Most of Your Insurance
Many Australians overlook insurance, becoming complacent.
However, it’s just as important a part of your financial plan as investment and portfolio planning. We don’t sell insurance. However, we help you determine the right level of coverage, structure it tax-effectively and ensure it adapts as your financial situation evolves.
Book an initial callOmura preserves your wealth and simplifies the transition for your beneficiaries.
Omura’s succession planning strategies are built around your specific needs, circumstances, goals and wishes.
Seamless Wealth Transition
Strategic execution of plans to effectively ensure a seamless wealth transition for full peace of mind.
Precise Succession Execution
The management of all legal complexities to implement succession strategies with accuracy.
Comprehensive Wealth Protection
The enforcement of wealth protection strategies to safeguard families, businesses and high-net-worth individuals.
My husband died at age 37. Here’s how I survived financially
For Lisa Chew and the families of the 20,000 people who die every year in Australia aged between 20 and 60, there are few consolations.
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With experience in financial, estate and tax matters, we structure your succession plan to deliver security, stability and confidence for the future.
Preserve your financial legacy. Protect your well-being.
Planning for the future means ensuring your wealth is protected and transitions smoothly to the next generation. A comprehensive succession plan helps minimise risks and keeps your financial legacy intact.
Money, Well-being and
the Role of Financial Advice
the Role of Financial Advice
Health and Well-being Benefits from
Strong Financial Literacy
Strong Financial Literacy
What Clients Say About Their Experience With Our Succession And Estate Planning Service
Omura offers expert guidance to ensure your succession and estate plan protects your wealth and legacy.
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I found Terry online, having changed some aspects of my personal situation and finding myself without a financial advisor. I was needing solid advice and direction for the final 5-6 years of my working life, needing to be confident in my strategies at what is a critical time of retirement preparation. Terry has been great - informed, communicative, informative and responsive to my needs. It's been two year now and I'm really happy with how things are going
After researching 5 advisors, majority of them had a "robotic" systems where you had to book into their calendar and pay an exuberant fee for a 1 hour initial consult before you could speak with them to see if they had any past experience with your financial / life circumstances.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.
Jim N
Protect your wealth with a well-structured succession plan.
Omura creates bespoke succession and estate planning strategies to preserve assets, reduce tax burdens and ensure a smooth transfer to your beneficiaries. With our expertise, you can safeguard your legacy and provide financial security for future generations.