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Estate Planning & Insurance


What will happen to your assets when you die or become incapacitated?
If you haven't started yet, it's not too late to begin your estate planning. Did you know that 6 out of 10 adult Australians do not have a Will and fewer have an Estate Plan. Establishing your estate plan will provide you with the comfort of knowing that your wishes will be carried out should anything happen to you in the future.

What is Estate Planning?
Estate Planning is a specialist area that deals with the preparation of Wills and other documentation to ensure that your financial and medical affairs are in order and your assets are distributed according to your wishes in the event of incapacity and death.

Estate planning goes beyond just creating a Will, and aims to:

  • Ensure all assets owned or controlled by you are passed onto your intended beneficiaries in the most tax effective manner
  • Reduce the risk of any potential claims, challenges or disputes between family members
  • Organise a guardian for your children
  • Allow for the establishment of a Testamentary Trust
  • Plan for illness or incapacity
  • Arrange treatment for your Superannuation upon your death
  • Create succession strategies for family businesses
  • Review and establish applicable insurance cover

As with all aspects of a strategic plan, ongoing monitoring of your estate plan will help reduce or eliminate potential risks or liabilities as your situation changes over time.

Most often the preparation of an estate plan involves input from your accountant, a financial planner and a lawyer.

Our advisers can provide advice and support to ensure that your estate planning strategy is tailored to your own financial circumstances and is dealt with efficiently and sympathetically. Don't wait until it's too late, make you appointment today by contacting us by phone (08) 8333 2488.