Our Services

Estate Planning

Estate planning is essential to provide peace of mind that your family will be secure if something happens to you. If you have assets – whether it is a house, business or superannuation – you should strongly consider estate planning.

More than simply making a Will, estate planning means arranging your assets so the people you want to take care of receive the financial support they need when they need it the most.

It ensures that the right funds end up in the right hands, at the right time.

Why is estate planning important for you?

Regardless of your personal circumstances, estate planning is important because it helps to ensure that, upon your death, your assets will be managed and transferred according to your wishes, in the most financially efficient and tax-effective way, to the people you wish to benefit.

What can Create and Protect assist you with in estate planning?

In conjunction with our legal and accounting providers, we can assist you with:

  • ensuring you have a current and properly drafted Will
  • establishing Enduring Powers of Attorney
  • identifying whether a Testamentary trust is appropriate for your circumstances
  • identifying the most tax effect/social security effective manner of passing your assets onto beneficiaries
  • ensuring your life insurance policies are correct and up-to-date; and
  • ensuring the nominated beneficiaries for your superannuation are correct and up-to-date.