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ESTATE & SUCCESSION PLANNING

Protect what you have built, for those who matter most

Estate planning, asset protection, business succession and wealth transfer. Clear, considered frameworks that secure the next chapter on your terms.
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Discovery Call
01 → Discovery
We take the time to understand your business properly. Your structure, your goals, your pressure points. Most clients tell us this first conversation alone surfaces things their previous advisor never asked about.
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02 → Strategy
We build a tailored plan. Compliance obligations, tax position, reporting framework, and a 12 month strategic roadmap aligned to your goals. Everything connected, nothing working against itself.
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03 → Partnership
Ongoing and proactive. We check in regularly, surface issues early, and adjust your strategy as your business evolves. You are in the rhythm year round, not waiting until June for the next conversation.
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MELBOURNE ESTATE PLANNING

Don't leave your legacy to chance

Succession and estate planning is the work most people delay. It is also one of the most important things you can do for the people you care about.

Whether you are planning a business exit, structuring an inheritance, or simply making sure your assets are protected and transferred on your terms, the time to do this work is well before you need it. Decisions made early have the most power. Decisions made under pressure rarely produce the best outcomes.

360 ONE Succession brings the strategic and technical expertise to make this work straightforward. We sit alongside you through every stage of planning, transition and execution, working with your other advisors where appropriate to make sure every element holds together.

Established 2007
Xero Platinum Partners
Bacchus Marsh Based
Clients Australia Wide
OUR SUCCESSION SERVICES

Succession and estate support to honour your wishes

Detailed plans that ensure your wishes are honoured and your assets are protected. Wills, testamentary trusts, powers of attorney.
Proactive strategies to safeguard personal and business assets for the long term. Trust structures, holding entities, considered protection.
Structured transitions that preserve value and provide certainty for every stakeholder. Family transitions, management buyouts, third party sales.
Clear frameworks to pass wealth to the next generation with confidence and minimal complexity. Tax effective, considered, designed to last.
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DO YOU NEED ESTATE PLANNING?

Built for owners and families thinking about what comes next

Succession planning is for everyone with something worth protecting. Whatever the situation, our role is the same. To bring the technical expertise, the strategic thinking, and the considered patience to get this work done properly.

Does this sound like you?
  • Business owner approaching the next phase of your working life
  • Families with substantial business or property holdings
  • Owners with adult children entering the business, or stepping back from it
  • Anyone with a complex personal financial position that requires careful structuring
Discovery Call
OUR APPROACH

The 1% way
Thoughtful, step by step preparation for the future

Securing what you have built takes careful, progressive planning.

We guide you through each stage of succession and estate structuring, ensuring every decision is considered, every detail is addressed, and the legacy you are creating is protected for the people who matter most.
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SUCCESSION PLANNING CLIENTS

Trusted across Australia for succession + estate planning

Krushang was a pleasure to deal with, so informative and helpful with our taxation planning, we would highly recommend Krushang and the team
Thank you !!

Cheryl Chamberlain

Customer

Working with Krushang has been one of the best decisions we’ve made for both our personal and business finances. What started as accounting support quickly became so much more than that. He has helped us structure our assets and superannuation in a way that aligns with our long-term goals, guided us through important financial decisions, and consistently identified opportunities that have saved us substantial amounts of money over the years.

What really sets him apart is the way he works with his clients. He is patient, thorough and incredibly generous with his time. He never makes us feel rushed, always takes the time to answer every question, and explains things clearly so we feel informed and comfortable with every decision being made. You can genuinely tell he cares about achieving the best outcome for the people he works with.

His communication, professionalism and willingness to go above and beyond are second to none, and having someone we trust that much with both our business and personal finances is invaluable. We’re extremely grateful for everything he’s done for us and wouldn’t hesitate to recommend him to anyone looking for an accountant and advisor who truly cares.

Avni + Saire Aydin

Customer

Fantastic experience with James and his team. They are professional, efficient, and great to deal with. Special thanks to Gary for his exceptional assistance — much appreciated!

Jules Watts

Customer

Had a fantastic experience with Patricia, James and the team. They have helped us over the last few months with finalising a Deceased Estate and have made the whole experience easy and stress free. We would definitely recommend them for their hard work and efforts and will be returning!

Rebecca Cassar

Customer

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MELBOURNE ESTATE PLANNING

Succession connects to every other dimension of your financial life

Succession planning works best when it is part of a complete strategy. Here is how the rest of 360 ONE supports the legacy you are building.
360 ONE Advisory services

The business decisions that drive personal wealth outcomes.

  • Business strategy
  • Structure and entity advice
  • Growth planning
  • Performance reviews
  • Cash flow modelling

360 ONE Accounting and Tax services

Tax efficient transitions, considered from every angle.

  • Capital gains planning
  • Trust and entity advice
  • Individual tax returns
  • SMSF accounting
  • Year round tax planning

360 ONE Wealth services

Protecting and passing on what matters.

  • Wealth strategy
  • Retirement planning
  • Super and SMSF
  • Investment structuring
  • Insurance and risk

360 ONE Books, bookkeeping services

The financial clarity that supports clean transitions.

  • Bookkeeping handover
  • Financial reporting
  • Xero file preparation
  • Payroll management
  • Accounts reconciliation

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