Estate Planning

Effective estate planning is vital to ensure that all of your financial assets – not just those included in your Estate – are organised in a tax-effective way, and that in the event of your incapacitation or death, your assets are passed on to your intended heirs.

This includes

– drawing up a will
– establishing a trust to limit taxation or seamlessly pass on assets
– nomination of legal executors
– architecting a power of attorney
– structuring your super, issuing and updating your death benefit nomination, to ensure the appropriate distribution of your super.

We help you manage this process: planning and structuring your estate and ensuring all the necessary documentation is put in place, to give you peace of mind knowing that your financial affairs and estate, are in order.

Ensuring that your super is distributed according to your wishes, upon your death, needs careful focus. You may need a binding death benefit nomination to ensure that your super is distributed according to your wishes, and this certificate needs to be renewed regularly.

You should also consider the tax implications of this inheritance, for your beneficiaries.

Partnering with an accomplished financial advisor is key in planning, managing and executing your estate plan.