Family Financial Planning

For more complex cases and to achieve greater certainty in the administration of an Estate, advance planning, professional advice and the production of essential documentation is required.   We suggest that you discuss with us the benefits of effective Family Financial Planning including:-

• taxation effectiveness;
• asset protection;
• planning for illness or incapacity;
• selection of personal representatives;
• establishment of trusts and family companies
• succession strategies for family businesses
• use of beneficiary controlled testamentary discretionary trusts in your Will
• managing superannuation and family trusts as a part of Family Financial Planning
• use of binding or nonbinding death benefit nominations in superannuation
• effective estate and trust administration

When we work with you on your Family Financial Planning, we will also work co-operatively with your accountant and financial planner to deliver the best outcome.

When preparing an estate plan all assets of any value should be considered, including real estate, business and property interests, investments, retirement plans, life insurance proceeds, superannuation, personal property, cash and personal effects.

Should anything happen to you in the future your estate plan will provide you with the comfort of knowing that your wishes will be carried out. This not only benefits you but also provides a tangible benefit to your loved ones.

Enquiries

Michelle Smee E:
Kim Twohill E: