Estate Planning

Estate planning is all about putting the right structures in place to make sure your assets are distributed the way you want and in an effective way.

Having an up to date estate plan can help make sure everything’s taken care of when the time comes. As the distribution of assets (including your income) can come with different tax obligations, a good estate plan might also minimise any tax that your heirs would need to pay.

Estate Planning is not just simply about your passing, it also looks at providing instructions for medical professionals and someone to act on your behalf if you are unable to make a decision.

How can we help?

• Organise your Estate Planning taking into account your current and future assets and liabilities
• Set up a wealth transfer strategy and protect your inheritance from ending up in the wrong hands
• Ensure asset distribution reflects your true intention, minimising the tax burden on your beneficiaries
• Nominate a preferred or binding beneficiary for your superannuation
• Work with our legal partners to have a Will, Power of Attorney and Guardianship put in place or updated