Trusts, Wills & Estates

This package is suitable for people who have one or more of these: assets in their own name or jointly with others, assets held in a family trust, a blended family, self-managed super fund or business in ownership with third parties. The will with testamentary trusts is suitable for clients who are seeking a long term approach to protecting their assets, tax effectiveness and avoiding disputes upon death. The will can also protect the client’s bequest from creditors of their beneficiaries. The will is useful in circumstances where the client wants to provide for their spouse but are concerned that they may remarry and divert the family assets to the new family. This package includes: - Advanced Will with Testamentary Trusts - Enduring Power of Attorney - Enduring Power of Guardianship

Protect you assets and estate with an estate plan

This package is suitable for people who only have assets in their own name and superannuation in an industry superannuation fund. This package is not suitable for people who: - have self-managed super funds - have a family trust - own a business with a third party - have a blended family - want to pass on tax benefits - seek higher level of asset protection.

In our Gold Protect Package, you can choose from THREE of the following documents: - Will; - Enduring Guardian; or - Power of Attorney.

In our Silver Protect Package, you can choose from TWO of the following documents: - Will; - Enduring Guardian; or - Power of Attorney.