Estate Planning
Estate planning gives you peace of mind that the people you care about will be looked after if something happens to you.
If you have assets — such as a home, superannuation, investments or a business — it’s important to make sure they’re protected and passed on according to your wishes.
Estate planning is more than just having a Will. It’s about arranging your affairs so your life’s work ends up in the right hands, at the right time, and in the most effective way.
How we can help
Working together with trusted legal and accounting professionals, we can help you:
- Ensure your Will is current and properly drafted
- Put Enduring Powers of Attorney in place
- Review whether a family trust is suitable for your situation
- Identify if a Testamentary Trust could provide additional protection
- Find tax-effective ways to transfer your assets to loved ones
- Review your life insurance policies
- Confirm that your nominated superannuation beneficiaries are up to date
- Plan charitable gifts
- Structure the succession of a family business
- Address capital gains, capital losses and family debts
Estate planning is an act of care — it ensures your loved ones are provided for and that your wishes are clear and respected.
To discuss your estate planning needs, contact one of our qualified advisers at Harvest Wealth Services on (03) 9557 3188.