Estate Planning
The right money in the right hands at the right time
Transferring wealth between generations requires extensive planning to achieve the most tax-effective outcome for beneficiaries. We help you structure your estate plan to ensure your dependants and family are protected and that maximum wealth is transferred from one generation to the next.
It is important when establishing appropriate estate planning arrangements to set out how you want your estate to be managed and distributed after your death. If you die without a Will, distribution of your assets will be in accordance to State-based legislation and this may not be consistent with your wishes.
The outcome of a good estate plan is to place the right money, in the right hands at the right time by doing the following:
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Making sure ownership and control of your assets goes to your intended beneficiaries in the correct proportions.
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Ensuring the least amount of income tax is paid on the income and capital gains earned on those assets.
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Making provisions so those assets are protected if a beneficiary is involved in any legal difficulties or conflict.
To learn more please visit our dedicated wealth management advice portal here
Any advice on this page is of a general nature and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before acquiring any financial product, you should read the relevant product disclosure statement. Financial advisory services relating to superannuation, retirement planning, personal insurance, and investment are provided by Pacific Advisory Wealth Management Pty Ltd ABN 83 131 918 342, an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055 (AFSL 232705). Mortgage Solutions and finance broking activities are provided by Pacific Advisory Lending Pty Ltd ABN 34 136 841 702. Contractor Management and Business Consulting services are provided by Pacific Advisory Consulting Pty Ltd ABN 97 133 025 653.