Estate Planning is more than just having a Will. It includes planning your financial affairs upon your death. For many business owners, professionals and high net worth individuals there is often a high level of financial complexity that requires the combined skills of your financial adviser, accountant and solicitor.
As your financial adviser we play a key role in liaising with your professional team to convey a clear overview of your financial position and the distribution of your wealth in accordance with your wishes.
Properly structured estates incorporating testamentary trusts allow for you to benefit from tax efficiencies in a number of circumstances, as well as providing a structure for carefully managing inheritances for future generations. Advice regarding estate planning may also assist in reviewing superannuation benefits and how they are bequeathed.
Contact our team today for a discussion about your financial needs.
Collins Mann ABN 88 098 705 152 is a Corporate Authorised Representative of Magnitude Group Pty Ltd (Authorised Representative No. 267462). Managing Director Russell Mann (Authorised Representative No. 273590) is an authorised representative of Magnitude Group Pty Ltd ABN 54 086 266 202 which is the holder of Australian Financial Services Licence No. 221557.
The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.