Structure your affairs so your estate is managed exactly as you wish, your loved ones are looked after, and tax outcomes for beneficiaries are considered.
Estate planning is about more than having a will — it's about making sure your superannuation, investments and other assets pass to the people you intend, in a way that's as tax-effective as possible.
We work closely with your solicitor to coordinate your financial plan with your legal documents, and pay particular attention to superannuation death benefit nominations, which are often overlooked.
If your children or other beneficiaries live overseas, there can be additional considerations around how they receive an inheritance — including potential tax implications in their country of residence. While we always recommend specific cross-border tax advice, we can help make sure your Australian estate plan is structured sensibly as a starting point, and coordinate with our Expat & Repatriation service where relevant.
Not necessarily — superannuation generally doesn't form part of your estate unless you have a valid binding death benefit nomination directing it there. This is one of the most common gaps we find when reviewing a client's estate plan.
No — we're not solicitors, but we work alongside your solicitor (or can refer you to one) to make sure your financial plan and legal documents are aligned.
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