(08) 9381 4444 rstark@smrspl.com.au

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

37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.