Wealth protection without triggering additional tax implications
Ultimate leveraging of superannuation with an unparalleled understanding of the traps to avoid in estate planning.
EPI-centre has emerged from within an ethical and long-established firm, possessing a deep, fundamental understanding of family business and taxation.
EPI-centre brings together 40 years’ experience in business structuring and asset protection with brilliant new strategies for these changing times, ever-evolving case law, and in anticipation of expected new death duties or ‘inheritance tax’.
We’ve stepped outside of the conservative Accounting Profession, always examining the latest tools and technologies as they continue to emerge. We possess a wealth of conventional accounting experience meshed with innovative techniques to support our clients in establishing and growing their businesses, structured for now and the future.
Successful intergenerational family businesses and SMEs all confront the same external risks, but generally lack the resources and experience to effectively manage those risks. If you, a business owner, are waiting to be guided proactively by your family lawyer or your compliance accountant in this space, you’re likely missing out on top shelf strategies developed by experts, tested by millionaires and just as effective at structuring your business, and optimising superannuation, assets, and wealth preservation.
EPI-centre brings together decades of client-facing, solutions-driven experience, with business success and business-rescuing outcomes across many industries, paired with the advanced legal skills needed to implement best-practice succession, asset protection and estate planning strategies.
Through EPI-centre, you, your family, and your business group structure can harness the power of collaboration between industry leading strategists, lawyers and estate planning specialists. This level of offering was previously only affordable for the rich and connected!
Built on a state-of-the-art platform, EPI-centre brings together financial management seamlessly, with 24/7 access to your critical legal documents through an encrypted vault. This includes your family’s crisis management plan, so that if the worst does happen, your attorney or executor won’t be spending valuable time searching for documents, that may be scattered and outdated. The EPI-centre service also promotes ongoing review, and updates as family circumstances change.
Your EPI-centre Estate Planning journey may involve:
01.
Discovery of your unique family circumstances
Usually via a 60 minute interview to capture an accurate picture of your financial situation. This can be done face-to-face or online.
02.
EPI-facts meeting
Where we present our recommendations.
03.
EPI- drafting
Having captured your background and developed a tailored strategy, our briefing documents are paired with the insight of our recommended expert estate planning lawyers.
04.
EPI-vault
All of your signed EPI-pack legal documents are kept in a secure password encrypted cloud vault, accessible by you and those you authorise 24/7/365. You also have complementary access to save other valuable documents in this EPI-vault facility enabling all relevant documents to be consolidated and indexed for retrieval.
EPI-centre director and founder, John Gowing is a Fellow of Chartered Accountants Australia and NZ, and has dedicated decades to guiding clients in structuring their businesses, planning their estates and protecting their assets. He has a wealth of experience in traditional business structuring with trusts, SMSFS and Bucket companies. You can now share in the rewards of his research and learning, culminating in a more creative and affordable approach to asset protection and estate planning. EPI-centre harnesses strategies developed by legal and superannuation experts, brought together by the new industry specialist association for succession, asset protection and estate planning - SAPEPAA.
John is proud to be a foundation member of SAPEPAA which is dedicated to delivering best practise solutions and staying abreast of changing laws, case outcomes and trends impacting asset protection, SMSF, and estate planning.
Why we love what we do:
At EPI-centre we love strategising to preserve your hard-earned wealth, during your life-time, and beyond! We take great satisfaction in maintaining the integrity of testators’ wishes, enabling your estate to set-up your next generation in the way you envisioned. We’re driven in the pursuit of your inheritance aspirations and will continue exploring the best ways to enable safe, tax-minimised delivery of those aspirations.
We value the close working relationships we have developed and continue to maintain with industry experts.
About SAPEPAA – Succession, Asset Protection & Estate Planning Advisers Association.
Is a newly formed national association of accredited specialist practitioners from the legal, accounting, and financial planning professions with a common purpose of securing and transitioning intergenerational wealth.
SAPEPAA empowers its members to provide family-based succession, asset protection and estate planning advice to their clients. The Association delivers a robust post-grad adviser accreditation program that meets specialist competency standards, provides on-going CPD, and creates a community of advising minds. SAPEPAA advisers embody the hallmarks of confidence, compliance, empathy, ethics and professionalism.
www.sapepaa.org.au