Estate Planning

A Will generally only deals with the distribution of assets personally owned by you. If your needs are more complex an effective Estate plan includes tax effective Wills to protect your estate and the interests of your beneficiaries in the event of your death.

Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future. Jointly held assets, trust assets and superannuation are not necessarily dealt with by the terms of the Will. These are usually considered ’non-estate’ assets for estate planning purposes. It is therefore important to have a considered and comprehensive estate plan to ensure all assets are transferred according to your wishes in the most effective and efficient manner.

Estate planning includes:

  • Will preparation
  • Appointing an Executor of the Will.
  • Determining whether a Power of Attorney is required
  • Who should be appointed as Power of Attorney.
  • Establishing a discretionary trust(s).

To Consider an Estate Plan depends on:

  • If you have sizeable assets and the personal circumstances of your beneficiaries require the creation of more complex trusts within your Will.
  • Your investment or business structures are complex and may include a family discretionary trust, a self managed superannuation fund or a private company.
  • You wish to minimise the tax liability of your estate or your beneficiaries by superannuation or testamentary trusts.

Get in contact

Additional Information

Click to add further additional information to help us with your quote.

By clicking 'Get a Quote', You agree you have read and understand the Privacy Statement & Financial Services Guide

Latest News

Oracle names inaugural AR of the year

Blueprint Insurance director Anthony Latouf has won Perth broker Oracle Group’s authorised representative of the year award. Group MD Graeme Dorrell says the inaugural award recognises Mr Latouf’s commitment to compliance, client read more...

2016-17 Federal Budget Update

Superannuation Concessional contributions capped at $25k each year. Lifetime limit of $500k for non-concessional contributions. A limit of $1.6m an individual can move to the tax-free retirement phase. Threshold for paying additional read more...

Small business Bills pass

On 15 June 2015, the Tax Laws Amendment (Small Business Measures No. 1) Bill 2015 and the Social Services Legislation Amendment (No. 2) Bill 2015 were passed by the Senate. These Bills give effect to number of announcements from the 2015 Federal read more...

^   Back to Top