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 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW.

CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.