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Estate Planning

The term ‘estate planning’ for many people is unknown territory and perceived as simply the writing of a Will. The reality is that anyone who is earning an income or has any assets has a need for some level of estate planning advice.

The legal and financial issues involved in making things work the way you want can become very complex. We can't offer legal advice however our expert knowledge in this area can be extremely helpful when it comes to planning the right structures to manage your estate.

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Your superannuation and life insurance can be two of the largest assets in your estate, but their distribution upon death is not necessarily covered by your will.

Depending on your situation, you may be able to use legal instruments, such as testamentary trusts, discretionary trusts or even a self-managed super fund to more effectively manage distribution and control of assets, rather than simply distributing directly through a will.

There can also be tax implications for your superannuation benefits and associated insurance benefits held in your super, depending on how benefits are paid and whether beneficiaries are dependents or non-dependents. 

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