Not just assets, grant peace of mind

Planning your estate now means that after your death, you can effectively distribute your assets according to your wishes, and with minimal delay, cost and tax penalties. And while nothing can reduce their emotional stress and hardship, you will also guarantee less worry for your loved ones in understanding the financial consequences. Particularly where a surviving spouse is the prime focus of the estate planning, a better approach may be to implement the estate planning process over time so your ongoing dependents understand the financial implications.

There are many issues to consider, made more complex by the fact that how you treat one area of your estate can often affect other areas. We’ll help you sort through the ins and outs, and give you and your loved ones understanding and peace of mind that the responsibility of your estate and their financial future is something they won’t need to worry about.

In our Estate Planning PDF, we've touched on some areas commonly considered in estate planning, including:

• Superannuation
• Testamentary trusts
• Life assurance
• Property
• Shares
• Business succession
• Taxation of an estate - the three year window
• Capital Gains Tax (CGT)
• Accounting