Despite the complexities that can arise with a deceased estate, about half of Australian adults do not have a Will. With the growth of personal wealth and more complicated family circumstances, it is increasingly important for clients to properly plan their affairs. With an increasing amount of personal wealth now held in superannuation, a simple Will is often no longer adequate.

Working closely with accountants and financial planners, we ensure proper consideration is given to a person’s particular requirements. Being proactive helps our clients minimise any potentially contentious issues, and feel more confident about eventual outcomes. 

We help guide our clients through the issues requiring consideration, including:

  • Choosing the right executor

  • Estate and non-estate assets

  • Control of business, company and trust assets

  • Control of self-managed superannuation fund in the event of death or incapacity

  • Dependants and taxation issues 

  • Superannuation death benefit nomination

  • Use of testamentary trusts or a special disability trust

  • Provision for beneficiaries in difficult circumstances such as
    disabilities, drug, alcohol or gambling problems

  • Taxation and asset protection issues

  • Guardianship of minor children

  • Minimising the risk and effect of a claim against the estate