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Providing Accounting & Advisory Services That Ignite Your Business

Know That Your Family's Future Is Looked After

Family Wealth Structuring Services

Author Robert Kiyosaki once wrote, “You will never know true freedom until you achieve financial freedom”.

We understand that you are not only about your business. You grow your business to secure your and your family’s future. At Spark, our family wealth structuring service is focused on asking questions and establishing the right structures to help achieve financial freedom and peaceful retirement for you in this life and your future family generations.

Working closely with industry-leading financial planners and lawyers, we support your family with;

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Pathway To Financial Freedom & Growing Your Family Wealth

What often prevents most business owners or high earners from creating family wealth is not the size of their business or income level but the effort they spend planning and executing their financial vision!

See, generational wealth is rarely created from your day job. Instead, the investments and actions you make beyond your primary income determine the longevity of your wealth. We ensure your investments are purchased under the correct structure to grow and protect your family’s wealth.

If you haven’t previously put the thought or action into planning your financial freedom, it’s worth questioning:

Realise, however, that your questions determine your life’s goals and, in this instance, the eventual size of your family’s wealth. Therefore, it’s crucial to be proactive and ask questions to build your long-term wealth. What you do now needs to align with your goals.

Based in Brisbane, Our Family Wealth Structuring is Utilised Australia Wide

At Spark Accountants, we ask the right questions to get you started on crafting your family legacy. We’ll support you in answering questions such as:

We provide the correct structuring and expert advice to grow your wealth. Utilising our extensive network of trusted providers, we can connect you to other professionals to execute your wealth plan and work closely with them to achieve your goals.

With practical steps and actionable advice, we give you the confidence to chase your big ideas and turn your financial dreams into reality!

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What services are included in your family wealth planning offering?

Our family wealth planning services encompass:

  • Investment Structuring: Establishing appropriate structures to optimise and protect your investments.
  • Succession Planning: Developing strategies to ensure a smooth transition of wealth to future generations.
  • Self-Managed Superannuation Fund (SMSF) Establishment: Assisting in setting up SMSFs tailored to your retirement goals.
  • SMSF Annual Compliance: Managing ongoing compliance requirements for your SMSF.
  • Cash Flow Projections: Providing forecasts for your family’s investment pool to support informed financial decisions.
  • Estate Planning: Collaborating with legal professionals to create comprehensive plans for asset distribution and legacy preservation.

These services are designed to help you achieve financial freedom and ensure a peaceful retirement for you and future generations.

At Spark Accountants, we offer a comprehensive range of personalised services to help you reach your wealth and life goals. Our services include:

Family wealth planning takes a broader, multi-generational approach, focusing on the management, preservation, and transfer of wealth within a family. It considers the collective financial goals of all family members, including succession planning, estate planning, and intergenerational wealth transfer. Personal financial planning, on the other hand, is more individual-focused, addressing specific goals like budgeting, saving, and retirement planning.

Trusts play a key role in protecting and managing family assets. They provide a structured way to transfer wealth, minimise tax liabilities, and ensure assets are distributed according to your wishes. Trusts can also shield assets from legal claims, offer privacy, and provide for minors or dependants who may need financial oversight. 

What services do you offer?

At Spark Accountants, we offer a comprehensive range of personalised services to help you reach your wealth and life goals. Our services include:

We’re conveniently located at Level 2/2 Clunies Ross Court, Eight Mile Plains QLD 4113, easily accessible and ready to welcome you.
 

Our office is open from Monday to Friday, 9:00 AM to 5:00 PM.

Spark Accountants is powered by a vibrant team of three dedicated professionals and one bookkeeper. Each team member brings unique skills and experience, ensuring we cover all aspects of accounting and business advisory services for our clients.

We’ve been helping our clients spark success since November 2019. After embarking on this journey, we’re proud to have grown alongside our valued clients, offering services and real solutions to enhance their business journey. We grow predominantly from client referrals.

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