Structure Review & Setup

When undertaking our estate planning process, we completely understand a client’s key goal is to protect their family’s future. Because everything we do is guided by this…

As a firm focused on families and their futures, we can easily identify clients’ key priorities in protecting and maintaining their family wealth and distributing it according to their wishes.

First, we look at these priorities and recommend the best structures to protect their interests and assets in a tax-effective manner.

And then we undertake a total review of existing structures, checking they are fit for purpose and, if not, establish new structures to meet the purposes of the estate. We’ll also stop the wrong people having control over your assets and check any binding nominations in super and insurance policies.

If you’re looking for a complete structural review and set up of your estate planning with your family’s requirements at the heart, contact us now