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Preserve your legacy and estate.

Throughout our lives, we work hard to make sure we can live a secure and comfortable life in retirement, but it’s worth thinking about how you plan to distribute your estate when your time comes.

In conjunction with your legal and accounting representatives, we can advise, plan and implement an effective plan to ensure your estate is smoothly transitioned to your family or loved ones.

We can help you with:

  • Identify and document your financial assets
  • Distribute your financial assets to your nominated beneficiaries.
  • Advise your beneficiaries on the impacts of financial asset transfers.
  • Minimise the tax implications associated with the transfer of assets.

Discuss your estate planning requirements with our friendly team on (03) 5225 5900.

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