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Will review
As your life changes, so should your will
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
As your life changes, so should your will
Holistic advice
Your will doesn’t cover just one facet of your life, and neither does our service. We provide holistic financial advisory services to ensure the entirety of your personal financial situation is taken into account.
A wealth of experience
We’ve over 40 years of experience helping our clients review their wills as thoroughly as possible and ensure their personal wishes and family needs are met.
Long-term client partnership
A carefully planned will can ensure prosperity for the next generation, so we partner with you for the long term to ensure it remains up-to-date and accurate.
Keep it simple
Reviewing your will doesn’t have to be complex — but it does have to be thorough. We make it easy for you to understand exactly how and why we’re optimising your will.
Ensure your will reflects your evolving priorities
Your assets and circumstances are constantly evolving, and it’s essential that your will stays current. Regularly reviewing your will ensures that it aligns with your latest financial goals and family dynamics. Our accountants offer a proactive approach to safeguarding your legacy, providing clarity and certainty for those you care about most.
We delve into the specifics, examining how recent changes in your life — whether personal, financial or legal — might impact your estate. By addressing these updates proactively, we help you maintain control over your legacy, ensuring that your assets are distributed according to your precise wishes, providing peace of mind that your loved ones will be taken care of.
A clear and thorough will review process
Our will review process is designed to be both comprehensive and straightforward. We begin by carefully evaluating your existing will to identify any areas that may require updates, ensuring that your updated will reflects your present circumstances and future plans.
We then work closely with you to implement any necessary changes, providing clear recommendations and ensuring everything is legally sound. Our goal is to make sure your will is always aligned with your intentions, giving you confidence that your estate will be handled exactly as you wish.
Key services we offer include:
- Comprehensive review of your existing will
- Identification of gaps or outdated provisions
- Tailored recommendations for updates
- Coordination with legal advisors for implementation
- Regular reviews to keep your will current
- Guidance on asset protection and distribution
- Ensuring compliance with the latest legal requirements
Guarantee every asset, dollar and heirloom finds its proper place
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We’ve earned a reputation for excellence
Through decades of diligent work, we’ve earned accreditations from, and memberships to, the leading financial and accounting groups in Australia.
“I’m truly grateful”
Kieran Liston and the Liston Newton team have been assisting me with my accounting matters since 1976. For the past 47 years, Kieran and the Liston Newton team have provided reliable accounting assistance, which has allowed me to focus on my business in primary production.
Their exceptional service has consistently exceeded my expectations and made me feel that they truly care about my financial well-being.
Liston Newton has given me really helpful guidance over the years for both my business and my personal finances. When you have an accounting team that you trust to give the right advice, it gives you the confidence to focus on growing your business and doing the things you love.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
You have our absolute attention, and you always will
Our free guides are designed to give you the knowledge and confidence to make informed decisions about your financial future. Each guide is packed with practical advice and insights tailored to your unique needs, helping you navigate the complexities of wealth management with ease.
Discover essential topics such as:
- Effective wealth preservation strategies
- Navigating tax obligations
- Planning for intergenerational wealth transfer
Download your guides today and start building a more secure financial future. Reach out if you have any questions.
You have our absolute attention, and you always will
When it comes to estate planning, having the right financial expertise is crucial. Our accounts bring a broad and deep range of expertise covering tax minimisation strategies, asset protection and financial compliance. That range is how we’re able to truly tailor our work with each of our clients.
When it comes to estate planning and will reviews, we focus on precision and clarity — two critical qualities when the intention is to avoid confusion and contention. With our guidance, you can trust that your wealth will be preserved and passed on smoothly to the next generation.
The benefits of our partnership
- 40 years of industry experience
- Award-winning financial services
- Guaranteed ATO compliance
- Xero Platinum partner
- Tailored business advisory services
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How we simplify your will review process
Updating your will doesn’t have to be complicated. Our streamlined process ensures that every step is clear and straightforward, so you can feel confident that your will is always up to date.
Initial consultation
We start by discussing your current will and any changes in your life, helping us understand your goals and identify areas that may need updates.
Comprehensive review
Our experts carefully review your existing will, pinpointing outdated provisions and recommending adjustments to align with your current circumstances.
Implementation
Once the updates are agreed upon, we coordinate with your legal team to finalise the changes, ensuring your will reflects your wishes with clarity and precision.
Case studies
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Accounting
Kat The Label
Since engaging Liston Newton’s services, Kate Nixon has seen a 12x increase in revenue and has effectively scaled her business in a tax-effective way.
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Accounting
Papermill Media
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
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Accounting
Safe T Pro
We built Safe T Pro a financial model to give them a clearer insight into their business performance, enabling them to scale without putting too much pressure on cashflow.
Take a lookEstate planning support wherever you are in Australia
No matter where you’re located, our estate planning services are designed to be accessible and convenient. With offices across Melbourne, Sydney, and Brisbane, we offer both in-person consultations and virtual meetings to accommodate your preferences. We’re committed to providing the same level of personalised service and expertise, whether you’re meeting with us face-to-face or online.
South Melbourne
Level 3/67 Palmerston Crescent, South Melbourne, VIC 3205
Gold Coast
Level 10, 36 Marine Parade Commercial Tower, 36 Marine Parade, Southport QLD 4215
Essential reading
Frequently asked questions
What is a will?
A will is a legally binding document that outlines how you want your finances, assets, and property to be distributed after your passing or if you become mentally incapacitated. There are two types: simple wills, which cover straightforward distributions, and complex wills, which offer more detailed control, such as managing superannuation or setting up a testamentary trust. A well-crafted will ensures your wealth is protected and passed on according to your wishes.
Why is a will important?
A will is essential for ensuring your assets are distributed according to your wishes. Without a valid will, your estate is subject to intestacy laws, which may not reflect your true intentions. Having a clear, up-to-date will gives you control and peace of mind, knowing your loved ones will be cared for as you intended.
What should you include in a will?
What you include in your will depends on your financial situation, but some key elements to consider are:
- A list of beneficiaries (people, charities, or organisations)
- A detailed inventory of your assets and their designated recipients
- Specific personal items and their beneficiaries
- Guardian nominations for your children
- Appointment of an executor to carry out your wishes
- Funeral instructions
- Contact details for your financial advisors
- Enduring powers of attorney for trusted individuals
How much does a will cost?
The cost of drafting a will can range from $1,000 + GST for a simple will to $2,500 + GST for a complex will. Investing in a professionally drafted will is worth the cost, as it ensures your estate is managed according to your wishes. We can help you create a will that meets your specific needs.
Can you do a will online for free, and what are the risks?
While it’s possible to create a will online for free, this option carries significant risks. Online wills may not comply with state laws or be legally valid, which could jeopardise your intentions. Additionally, some services require you to appoint them as executors, leading to high fees upon your passing. It’s safer and more cost-effective to work with professionals who can draft a legally sound will tailored to your needs.
When should you complete a will?
It’s advisable for any adult over 18 to have a will, with regular reviews every few years. Significant life events — such as marriage, divorce, purchasing property, or starting a business — are key times to update your will to reflect your current circumstances and intentions.
Let’s begin
Simply leave us your contact information and we’ll be in touch shortly to set up our initial consultation.
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