Estate Planning

Self Managed Retirement Systems understand that it is important to plan for the future as it is to plan for today. Part of that future long-term plan is Estate Planning; this is anticipating and arranging for the disposal of your estate after your death.

Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximise the value of the estate by reducing taxes and other expenses.

Taking the steps now to plan for the distribution of your estate could ensure your lasting legacy and can provide for you’re loved ones for a lifetime.

Wouldn’t you like to see you final wishes fulfilled?

We can assist you in the attainment of:

Intergenerational – Wealth Transfer Plans
SMSF Estate Planning
Superannuation Estate Planning
Tax effective transfers of assets
Wills – Simple or Complex
Power of Attorney
Power of Guardianship
Special Disability Trusts
Testamentary Trusts

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Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.