Estate Planning

Estate planning involves developing a strategy to organise your assets and investments in the event of your death. An effective estate plan involves more than just a legal will and ensures your assets are protected and passed onto beneficiaries in accordance with your wishes, in the most simple and tax effective way.

An effective estate plan will provide your beneficiaries with clear direction as to how your estate will be distributed upon your death. Your estate plan may involve important documents and structures such as superannuation death nominations, distribution of trust assets, powers of attorney to conduct your affairs if you are unable to do so, and health directives to assist with medical decisions.

It is important to discuss these matters with your family, young children, spouse or whoever your beneficiaries may be.

The aim is to have your estate distributed to the right people, at the right time and in the right form. It also prevents potential family disputes, provides instructions for the care of minors or other dependents, and arranges for the transfer of your estate to your beneficiaries in accordance with your wishes, keeping in mind tax implications and other aspects of inheritance.

Download our estate planning guide
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