When planning for retirement, as well as having an appropriate business succession plan in place, it’s important to have an up to date Will, Power of Attorney and Appointment of Enduring Guardian. Many of our clients also establish a Self-Managed Superannuation Fund (SMSF).
We can help by working with your financial adviser or one of our own trusted financial adviser partners to ensure your estate planning best meets your and your family’s needs, and to take advantage of the various taxation benefits and concessions on offer.
We can offer fixed-price services, giving you comfort and security from the outset that you’ll never experience any costly surprises.