TRUSTED BY BUSINESS OWNERS ACROSS AUSTRALIA - NOW ACCEPTING NEW CLIENTS

  +61 3 5366 0700  hello@360one.com.au

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

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

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

My deepest gratitude for the exceptional service you have provided over the past five years. Your expertise, diligence, and commitment have been instrumental in the smooth financial management of both my business and personal affairs. Your guidance has been invaluable, and I have always appreciated your professionalism and responsiveness.

Lazar Savic

Customer

When we moved to Ballarat we was looking for an accountant to assist us with our tax return for ITR, rental and CGT.
It’s been 2 years since we engaged with Devenny Payne Taxation & Business Services and we are pleased to say we are very impressed by their professionalism and willingness to support and assist their clients achieve the best possible outcome from their tax returns.
We highly recommend their services which is of top notch quality and a great value for money.
Thank you James, we will definitely be returning back.

Gracie KD

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

Let’s Talk