Estate Planning

Why is Estate Planning important?  It is inevitable that at some stage in your lifetime you will be confronted with either yours, your partners or another family member or friend’s incapacitation or death. Having the appropriate arrangements in place can help to minimise unnecessary taxation or delays in the transfer of wealth from one family member or generation to the next.

Our advisers work with you to advise on the most appropriate structures, beneficiaries and legal documentation. Everything from the use of testamentary trusts, discretionary family trusts, wills, powers of attorney, superannuation and life insurance strategies can all be used to ensure that you and your family members are looked after in the unfortunate event of disability or death.

We can work with your trusted legal adviser or can introduce you to one of our panel lawyers to ensure that the appropriate documentation is correctly drafted and executed.

Recent stories

Age Pension and government benefits

When you retire, you may be eligible for government benefits such as the Age Pension or a concession card. The…

Read more

Super, death, and avoiding taxes

By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Having enough superannuation to enjoy a financially comfortable lifestyle in retirement…

Read more

Starting strong: Your 2021 Tech To Do list

In a year where simply keeping the doors open was a challenge for many businesses, finding the funds for tech…

Read more

Annuities

An annuity, also known as a lifetime or fixed-term pension, gives you a guaranteed income for a number of years.…

Read more

Budgeting 102: Sticking to your budget

Budgeting for a holiday or saving for a deposit? Even the best budget can unravel if the right tools are…

Read more