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Did you know that your Superannuation does not automatically transfer to your Estate in the event of your passing? There are many aspects of Estates, Superannuation and Retirement that can be better managed to ease the burden on your family in the unfortunate event of your death. We can provide you with guidance on Estate and Succession planning to ensure that your wishes are known and the provisions in place to ease the burden.

We can work together with you and your solicitor, to create a comprehensive plan and ensure that appropriate documentation is put in place to implement your plan.

Important Estate Planning issues include:

  • Wills
  • Enduring Powers of Attorney
  • Enduring Guardianship
  • Testamentary Trusts
  • Superannuation
  • Binding Death Nominations
  • Succession Planning

Retirement Planning

It’s never too early to consider your ongoing financial security as you approach retirement. There are many ways we can help you plan ahead.

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Superannuation and Pensions

We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.

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Estate Planning

Do you have a plan in place for your Estate? We can provide guidance on Wills, Binding Death Benefit Nominations, POA and Succession Planning.

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