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Our estate planning advisors will guide you through the process of ensuring the future wellbeing and security of your family and loved ones. Having a clear plan in place that looks after the people in your life after you are gone means that you don’t have to worry about the future and allows you to enjoy every day fully.

While end-of-life matters can be a daunting prospect for anyone, our team of subject experts are fully equipped to support you through these difficult, but essential, discussions. The consequences of not having your affairs in order can have a long-lasting and costly impact on your loved ones.

Speak to our experts about estate planning.

Personalised Estate Planning

General estate planning strategies can be a helpful tool, however a personalised approach is the best way to ensure that the wealth you have built over your lifetime is protected and distributed to your beneficiaries in the way you intended.

Our team of experts will guide you through the entire process and will help you by:

  • Explaining and ensuring you fully understand the implications of your plan so you can have the peace of mind that your loved ones are protected
  • Committing to the preservation of your wealth, and distributing that wealth in the way you intended, in the most effective way possible
  • Being focused on providing security for your surviving family and loved ones in the event of your death
  • Access to our specialist advisors who can guide you through everything you need to know about estate and inheritance-related tax implications in Australia

What to expect from estate planning:

  • Personal succession planning that considers your individual circumstances
  • Providing guidance and advice on how to structure your superannuation and nominations, as superannuation does not automatically form part of your estate
  • Help to ensure that your assets are protected if the beneficiary is involved in any legal difficulties such as divorce or bankruptcy
  • Help to reduce any tax payable by your estate or beneficiaries
  • Access to our team of subject-matter experts and professional resources

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Meet the Experts

Speak to our experts about estate planning