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Estate Planning

  • estate planningIntegrating Self Managed Superannuation Funds
  • Asset protection
  • Personal risk management & insurance
  • Tax effective transfer of assets
  • Tax minimisation strategies

The use of superannuation, family trusts (restricted and discretionary) and insurances are vital for estate planning. Co-ordination of financial planning advice with legal and accounting advice, use of testamentary trusts, and other ‘death event’ specific strategies is crucial to:

  • Providing adequate contingency
  • Meeting your objectives for division of assets
  • Tax minimisation
  • Asset protection

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