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Personal Wealth — Digital Guide

Estate Planning in Australia: Essential Strategies


An effective estate plan ensures a tax-effective transfer of assets after your death. However, with a poorly considered estate plan, your assets may be distributed incorrectly to beneficiaries, incurring unnecessary taxes and causing family and legal conflict.

In this free Digital Guide, we cover the fundamental concepts of estate planning, including wills, estate and non-estate assets and timelines. We also outline ways Australians can minimise tax in estate planning and avoid common pitfalls.