Estate Planning is more than just about having a Will. A good estate plan will involve the review and management of your complete financial affairs to ensure that if you pass away your beneficiaries receive what you intended them to receive.
For example, Jointly held assets, trust assets, and superannuation can be considered ‘non-estate’ assets and may not be dealt with under a Will if they are not considered properly. A comprehensive estate plan can avoid many headaches for your family when you do pass away.
An effective estate plan can cover not only your financial, business and tax arrangements, but can also cover your lifestyle needs, your retirement plans and any future events such as health scares.
Please do not hesitate to contact the Legal team on (08) 9227 6300 or email if you need advice or if you have any queries about your Estate Planning.
Important information and disclaimer
This publication has been prepared by AustAsia Legal Pty Ltd (ACN 123 160 476).
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Accordingly, reliance should not be placed on the information contained in this document as the basis for making any financial investment, insurance or other decision. Please seek personal advice prior to acting on this information.
Information in this publication is accurate as at the date of writing, 18 October 2017. Some of the information has been provided to us by third parties. Whilst it is believed the information is accurate and reliable, the accuracy of that information is not guaranteed in any way.
Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee nor any member of AustAsia Group, nor their employees or directors give any warranty of accuracy, nor accept any responsibility, for any errors or omissions in this document.
Any general tax information provided in this publication is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we recommend you consult with a registered tax agent.