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    BG Private is an AFR Top 100 accounting, audit, and advisory firm.

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Case study: Estate planning when it comes to your property portfolio

  • by BG Private

Andrea and Simon were retired and in their 70s, and had grown their property portfolio over 30 years. With a son and daughter aged 35 and 40, they wanted to ensure their portfolio was structured to provide the best outcome for their children and grandchildren in the decades to come.

As part of their situation, there were also an uneven number of properties of differing values, which they knew could cause some difficulty when the portfolio was eventually split.

How we helped

BG Private has a fully integrated business model. Andrea and Simon’s property portfolio was reviewed by our Property Advisors together with our Financial Advisors and Tax Advisors so that we could holistically review their situation and capture all possible benefits and opportunities.

We helped them understand which assets to retain (those in prime locations that would yield the best long-term results for their family) and which to divest (the underperforming assets where the capital could be redeployed into more optimal financial investments).

Our services

Our ability to provide a one-stop-shop service to clients who wish to review their estate plans as it pertains to their property portfolio is the true benefit of working with BG Private.

We consider your individual circumstances as well as your short, medium and long-term intentions, to help you plan how to get there. This allows you to get back to enjoying life knowing that your goals will be realised and your family’s future will be secure.

Contact us

Contact our Property Advisory team to review your estate plan with a specific property lens via +61 3 9810 0700 or

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