Our Services

Whether you're starting a new Fund or wanting to take over the management of an existing Fund, Opez can help.

Opez can help you prepare annual financial statements, statutory returns and other related documents and liaise with regulators on your behalf to ensure your super Fund is compliant.

At Opez, we advise on the most tax effective retirement strategies whether it be lump sums or income streams. We handle all the documentation so you can focus on what's important.

The breakdown of any relationship can be a stressful and challenging time. We can advise on how to best split your super assets at a Fund and member level, as well as solve a myriad of tax issues.

A tailored wealth succession strategy helps you preserve your wealth for you to enjoy during your lifetime and/or for your chosen beneficiaries.

Succession planning means different things to different people at various times in their lives. It depends on what you own, owe and/or control, your objectives and your particular personal family circumstances and values and beliefs.

A common objective is to protect and preserve wealth for your lifetime and thereafter for your chosen beneficiaries, although some clients wish to transfer wealth during their lifetime too.

A strategic succession plan can facilitate the smooth, harmonious intergenerational transfer of wealth including Wills, Enduring Power of Attorney appointments, superannuation nominations, life and other insurance. A strategic plan can also facilitate control of related entities such as discretionary family trusts and self-managed superannuation Funds in cases where you are unable to act yourself.

Opez can assist the Executor of a deceased person or act as Executor by attending to the administrative process depending on whether the deceased died leaving a valid Will or died intestate (i.e. when there is no Will). We can assist with establishing the Statements of Assets and Debts at the date of death; applying for Grant of Probate; advertising for claims; distribute the estate in accordance with the terms of the Will and/or law; attend to all income tax and accounting requirements and most importantly ensure regular communication to the estate beneficiaries.

Opez can also act as the trustee of a testamentary trust established in a Will.

Opez can assist the Donee of an Enduring Power of Attorney or act as the Donee to administer a person's finances during their lifetime when they are unable to attend to their own financial affairs. We can also assist with applications to the State Administrative Tribunal.

Very often a solvent company will outlive the purpose for which it was established and shareholders want a strategy of extracting the net company assets in lieu of their shareholding. We can provide the pre-liquidation planning and act as the liquidator in winding up solvent companies for the benefit of shareholders.