Estate Planning and Administration services
Estate Planning is a complex matter, and is time consuming to optimise. We provide advisory services for our clients in all their estate matters.
In addition to advice on estate planning, we provide assistance to executors for estate administration of deceased estates. We understand that most executors are generally loved ones/family members, who are suddenly lumped with the heavy administrative burden of managing probate and its complexities.
Rather than going through this alone, we can help guide you through the process to provide peace of mind and certainty.
Our estate services include:
Identifying which assets and liabilities form the Estate
Applying for superannuation death benefits
Applying for life insurance benefits
Winding up of SMSF’s
Transfers of listed and unlisted securities
Assisting with the collation of necessary supporting docs
Determining cost bases of assets for your tax agent
Its not something we like to think about, but something we all must deal with. Having an up-to-date estate planning strategy in place can provide great peace of mind to you and your loved ones, and ensure your assets pass to the beneficiaries of your choosing. Dying without a valid will and death benefit nominations in place can have catastrophic consequences, so don’t leave it to chance.
Did you know that when you pass away, your superannuation assets do not automatically form part of your estate?
For many Australians their superannuation balance is often the largest asset after their home. Unlike like your property, cars and cash at bank, super assets are dealt with differently under the law. The trustee of your super fund is granted a discretionary power to distribute super proceeds as it sees fit. This could mean that without knowing it, your super assets may not end up going where you want them to.
Luckily there is a solution, via the creation of a valid Binding Death Benefit Nomination, which directs the super fund trustee to pay benefits according to your written instructions. We can help you place a nomination over your super funds, ensure the nomination is valid, and always complies with current superannuation laws and regulations.
Let us put your mind at ease with complete, comprehensive estate planning.