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Estate Planning

Estate Planning involves much more than having an up to date will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.

What is Estate Planning?

Estate Planning involves considering what will happen to your assets upon your death or the death of your partner. You may want to consider how to structure your estate to ensure it is distributed according to your wishes. You may also want to ensure your family’s interests are protected and tax is minimised.

As part of your estate plan, you will need to consider factors such as whether your will is up to date, if you have adequate life insurance, the tax consequences of how your assets are distributed, implementing a binding death benefit nomination for your superannuation and whether an enduring power of attorney is appropriate for you. If you own a business, you may also need to consider implementing appropriate business succession plans.


Who needs Estate Planning?

Everyone! It is good to know that if something unexpected happened, your affairs are in order and those you care about most are not disadvantaged. All too often a death or disablement in the family or business can lead to severe financial hardship. Regular review of your estate plan is a must, especially when your circumstances change, for example:


Getting married or committing to a partner


Nearing retirement


Family members or children with special needs


Business and/or entity restructuring


Buying and/or selling real estate or other valuable assets


Buying and/or selling a business


Arrival of children


Separation or divorce

Estate Planning is a specialised field which brings together a number of professions: financial, legal, insurance and accounting. We can facilitate all areas of expertise and liaise with all professionals through one experienced planner who will co-ordinate the various disciplines to produce a tax-effective, workable plan.

With death and taxes a certainty, it stands to reason estate planning should be high on your ‘to do’ list, no matter what your age or level of assets.


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