Strategy Tailored For You
Estate Planning
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:
- How your assets will be treated in the event of your death, with consideration given to taxation.
- How each of your beneficiaries may be affected financially by the passing on of your estate.
- What steps you can take now to ensure your spouse continues to receive a regular income stream.
- The impact leaving an interest in an asset may have on your Centrelink entitlements
And many more.
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.