Estate Planning

Upon your death appropriate estate planning will ensure the tax effective distribution of your assets to protect and provide for your loved ones and nominated beneficiaries.

To ensure you get the best advice possible, here are some things you need to consider:

  • Is your will up to date?
  • Do you have an executor
  • Have you arranged a Power of Attorney?
  • Is your estate plan easy to administer?
  • Should you set up a family trust?
  • Is a self-managed super fund right for you?