Documenting an investment strategy is a critical step to grow your asset base. If you are in business you must have a business plan. And, just as importantly, it is critical to have an estate planning strategy to ensure your assets are dealt with in the way want and distributed at the right time. We are an experienced team of professionals that work with your financial advisor or lawyer to provide an optimal economic and tax outcome for your family and loved ones.

There are many opportunities available to have assets passed through to loved ones which minimise disruptions between generations. There is the need to review the suitability of structures such as will trusts (often called testamentary trusts). Your superannuation fund investments need to be considered too to ensure you receive the best financial outcome for your beneficiaries. With the government continually making changes to superannuation rules, strategies must be reviewed on a regular basis.

Many people are unaware that a standard will does not cover superannuation balances, investments via a family trust and many other investment vehicles that may have been employed over a lifetime. Such structures need to be specifically addressed as part of estate planning. Working with you, your family and your other professional advisers, we drive and develop a solution that ensures all critical decisions have been thoroughly discussed, agreed upon and properly documented.

And don’t forget, giving with a warm hand is also an important part of an estate planning strategy. Many clients commence estate planning strategies at a relatively young age to allow such strategies to be properly developed over a lifetime.