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.
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
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.