Trust & Estate Planning

Trust setup

We can provide advise on Trust setups. If you want to explore this area some more, we are happy to provide some information to assist.

Estate Planning – Providing Peace Of Mind

Estate Planning is a prerequisite for anyone who owns and operates a family business or has money in a superannuation environment. The right type of planning will ensure a smooth transition when a business is sold, upon retirement or upon death.

It’s a 2+2=4 problem

Ideally an estate plan would be implemented over a five year period and be designed to encompass the desires of all associated parties for a successful outcome. Of paramount consideration is any possible financial burden on the next generation.

An estate plan would also include and ensure the following:

Continuity of family ownership of assets
Maximization of retirement income
Provide a retirement income or pension for retirees
Assist beneficiaries with financing options if required
Tax effective result on sale or transfer of assets
Review of appropriate insurance coverage
Provide financial security and peace of mind
Clarify and document the desires of all associated parties who may have conflicting opinions
Reduce conflict and contesting of wills after death

retirement strategies – don’t be caught short

The right type of planning will ensure a smooth transition when a business is sold or transferred upon retirement or upon death.

We provide financial security and peace of mind by ensuring there is minimal financial burden on the next generation while protecting today’s retirement lifestyle.