Strategy Tailored For You
What would happen to your financial affairs in the event of your death?
Different assets carry different treatment from your estate, and some assets; like superannuation, are not automatically dealt with via your Will unless you have specifically requested this.
A financial planner can give you peace of mind when reviewing your estate planning needs by working with you to consider:
Estate planning also extends to self managed super funds (SMSFs), and unfortunately too frequently, we find the long list of estate planning features SMSFs offer to be underused. If you have a SMSF, a whole new range of estate planning options becomes available, giving you much more control and peace of mind.
©2013 PlanBiz Financial Services
The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.