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Estate planning

It can be uncomfortable to talk about death and its consequences. However, taking time to plan in advance what will happen to your estate after death means you can minimise the tax and administrative burden on your beneficiaries.

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estate planning

Prepare & plan

We encourage you to talk about the consequence of your death as part of an overall financial plan. This is important in order to make sure that your affairs are in order, not only to give you peace of mind but to also make sure that your assets are protected for your beneficiaries.

  • Inheritance estate planning
  • Asset protection
  • Administration after probate
  • Testamentary trusts
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Frequently asked questions

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What is estate planning?

Estate planning means making sure your assets and estate are looked after when you die. The benefits of estate planning is ensuring that your hard-earned assets end up in the right hands, and that your loved ones are taken care of.

Do you prepare wills?

We don't prepare wills, but we’re happy to work with your lawyer so that they understand your business structure and asset ownership. If you need a recommendation for an estate lawyer, we can connect you with appropriately qualified and experienced legal professionals.

What is a testamentary trust?

A testamentary trust comes into existence on your death via the terms of your will. It enables greater flexibility and control over your assets, particularly if you have young children or adult children with extenuating circumstances.

Does my estate have to pay tax when I die?

There are no direct taxes on death and inheritance in Australia, however there are some areas where beneficiaries may be required to pay additional tax if certain rules aren’t adhered to. Our specialist estate planning advisers will work with you to make sure that any tax obligations after your death are minimised.

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