Solution Brief: Why you need to think about Estate Planning 

Your Estate Planning is not something to be taken lightly.

Take a few minutes out to ask yourself the following important questions: 

  • Do you want to choose who benefits from your wealth, and when? 
  • Do you want to protect the wealth you give your children from unjust claims? 
  • Do you want to make sure your children only receive wealth as and when they 
  • are mature enough to handle it constructively? 
  • Do you want to ensure your family’s wealth remains available to support your 
  • children, even if your spouse repartners? 
  • Do you want to minimise taxes on the assets that you leave your partner and 
  • children? 
  • Do you want to smoothly pass control of your business and investment structures to the next generation (such as superannuation, family trusts and private companies)? 
  • Do you want to minimise the costs of administering your wealth when you die? 

Estate Planning is the process of ensuring that: 

  • You have a clear understanding of the legal structures through which you hold and control your wealth; 
  • You have appropriate strategies in place to ensure your wealth is there to support your family when you die; 
  • Your children are adequately provided and cared for by people they know and trust; and 
  • There is a smooth transition of control over your legal structures. 

We follow a simple and logical process: 

  • First, we identify your objectives (through our comprehensive ‘ʹFact Find’ʹ); 
  • Then we provide you with clear recommendations as to how to achieve your objectives, together with a fixed quote of what we will charge; 
  • Next, we promptly implement our recommendations; and 
  • Finally, we keep in touch and offer a periodic review. 

What next?

If you would like to speak to someone about your Estate Planning, call us on 1300 654 590 or email us

To download our solution brief, click here:


The information contained in this post is current at the date of editing – 6 October 2015.

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