Estate planning involves considering what will happen to your assets in the event that you were to pass away or become mentally incapacitated. It’s important to consider how to structure your estate to ensure it is distributed according to your wishes. As part of your estate plan, you will need to consider the following questions:

  • Is your Will up to date?
  • Do you have adequate life insurance?
  • Are there any tax consequences of how your assets are distributed?
  • Do you have a death benefit nomination for your superannuation?
  • Do you need an enduring power of attorney and/or enduring guardian?

If you own a business, you may also need to consider implementing appropriate business succession plans.

Your financial advisor can help you investigate strategies that will be appropriate for your personal situation. They can also consult with your solicitor to set up the appropriate financial structures to manage your affairs. By seeking the right financial advice, you can ensure your wishes are carried out and your family is taken care of.

SLS Advisors ACN 601 842 899 is an Authorised Representative of Count Financial Limited.
‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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