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Estate Planning Advice

Estate Planning is an important way for you to make sure that following your death, your assets and wealth are transferred according to your wishes. It includes documents that govern how you would be cared for (medically and financially) if you became unable to make your own decisions.

Key Estate Planning documents include:

  • Will
  • Superannuation Death Nominations
  • Testamentary Trust
  • Powers of Attorney
  • Guardianship for your children

General Advice Warning: Please be aware that any advice that may have been given or implied is general advice only. We have not taken into consideration your individual needs, objectives or financial requirements. Before deciding to purchase a financial product, you should consider the appropriate Product Disclosure Statement to ensure the product is suitable for your needs.