An effective estate plan ensures a tax-effective transfer of assets after your death.
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Deciding to move a loved one into an aged care facility can be a time of stress, high emotions, and uncertainty for the future. It’s a challenging and emotional decision for the person moving, their family, friends and carers.
Many people make important financial decisions about funding aged care, without speaking to a professional. Most people don’t even understand the options available to
We’ll help you make the right financial decision so you can safeguard and preserve your wealth.
Our aged care specialists can help you with the following:
Our aged care services help you achieve this by:
Retirement should be one of the most rewarding parts of life’s journey – a time when we finally get to enjoy our achievements and spend more time with the people we love. And the plan for a better tomorrow starts today.
The truth is the sooner you start to plan for retirement, the better your options are. Our expertise in retirement and superannuation planning, includes specialist knowledge of wealth management and self-managed super funds (SMSFs), and automated online tools like Altus Exchange, all in one place. By planning your retirement early, we can help you towards the retirement lifestyle you deserve.
We can assist in structuring your funding requirements so that they are consistent with your financial plan and optimised for your taxation situation. This can include strategies such as debt recycling to keep you on track over time and keep your borrowings efficient. We factor in affordability and cash flow, and also advise on the best financial structure for your financial situation.
Estate planning is about a lot more than having an up-to-date will. A good estate plan will structure your estate so you can distribute your assets according to your wishes, protect your family’s interests and minimise tax. If you have assets of any kind, you really need to consider an Estate Plan.