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Estate Planning

It’s never too soon to start thinking about the long-term strategy for your estate. When your affairs are in order you have the peace of mind that comes from knowing that your loved ones are looked after, your assets will be dealt with in accordance with your wishes and tax effective strategies protect the interests of your beneficiaries.

Estate planning eliminates any uncertainties over the administration of your will and can maximise the value of your estate by reducing taxes and other expenses. It can be as simple or as complex as your individual circumstance warrant.

We can assist you with your estate planning by:

  • Discussing your objectives for your estate and devising appropriate strategies that align with your objectives
  • Confirming your assets through valuations, inventories and appraisals
  • Applying to the Courts for approval of a grant of administration
  • Preparing the necessary documentation required for the planning of your estate
  • Protecting the assets
  • Paying taxes and debts
  • Overseeing the distribution of your estate

Our Personal Services also include:

Rental Properties

Bricks and mortar are a great investment option for many people and we can help you get the right funding in place and reduce your tax obligation

Self Managed Super Funds

Take control and make decisions about your superannuation today to influence your lifestyle tomorrow