Estate Planning

FACT: Studies show at least 45% of Australians don’t have a valid Will. This has the potential for their assets to pass to the Government rather than their beneficiaries.

- Source: NSW Trustee & Guardian

As the old saying goes, the only certainties in life are death and taxes. Therefore when the inevitable happens, it is important to have an up to date Will as part of your estate planning. This will ensure that your assets are dispersed in an orderly fashion as per your wishes.

It is important to maintain a current Will along with relevant powers of attorney. In some instances a more complex estate planning strategy is required. Although we can discuss your estate planning requirements in general, we recommend that you consult your solicitor for specific advice regarding your estate planning needs.

This website & related videos contain general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision.