Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Relevant Articles …
Four things you can do to give your kids a positive mindset about money
What type of future do you want for your kids?
Recently, my wife Fiona and I were chatting about this and […]
There are some important changes to super from 1 July 2019
From 1 July 2019, there will be six changes to Superannuation and/or pensions that will impact millions of Australians. The […]
The right investment option could boost your super by $400k
One of the main questions I get asked is “am I in the right super fund?”
My response is usually that […]
Are you making the most of your super?
Superannuation is simply a way of investing your money to fund your retirement. Employers are required to contribute 9.5% of […]
Are you financially fit?
- Do you feel stressed or overwhelmed by your finances?
- Do you make good money but don’t feel like you’re […]
Business owners shouldn’t ignore their super
This week we discuss super for the self-employed. The fact is that you are more likely to have less super […]