Estate Planning


Estate planning is basically the process of planning and documenting your wishes for the distribution of assets at your death. An effective estate plan should deal with assets that you not only own but control personally. It can also provide the following benefits:

  • Your assets go to your beneficiaries as intended.
  • Protect beneficiaries from the unforeseen consequences of divorce or bankruptcy.
  • Tax savings for the estate and your beneficiaries.
  • Tax savings on benefits you hold within your Superannuation fund (i.e. death benefits tax), which do not form part of your ‘estate’.

We will work together with you and a specialist legal adviser where required to develop a considered and comprehensive estate plan to ensure all assets are transferred according to your wishes in the most effective and efficient manner.