Ever wondered ...
ESTATE PLANNING IS IMPORTANT . WHY ?
... to ensure that your estate is preserved during your lifetime .
... and ultimately passes to your beneficiaries .
• in the most tax effective manner
• with flexibility of management
• providing protection for loved ones who are vulnerable
GET WILL POWER !
• protect a child who is an addict
• protect a child who is disabled
• protect a child who is a spendthrift
• protect a child who may divorce
• protect a child who becomes bankrupt
• help your spouse qualify for a pension
• provide valuable tax minimisation for your family
• provide for future generations
• address awkward second marriage issues
? Who will look after my affairs if I can ’ t ... ? Who will authorise my medical treatment if I get dementia ... ? What happens if my business partner dies ... ? How do I prevent conflict between my spouse and my children over my estate ... ? Who will get my superannuation death benefits when I die ... ? What is a binding death benefit nomination and why I would want one ...
Ask Shaddicks !
ESTATE PLANNING TOOLS ASK US ABOUT
• Enduring Powers of Attorney
• Appointments of Enduring Guardian
• Wills
• Testamentary Trusts
• Superannuation Binding Death Benefit Nominations ( Why allow the Trustee of your Super Fund to decide who gets your Super ?)
TESTAMENTARY TRUSTS
Testamentary Trusts are trusts created by a Will . They are an effective means of :
• providing flexibility for trustees and beneficiaries
• minimising tax
• preserving income for future generations
• protecting weak or vulnerable beneficiaries
AT WE HAVE THE SOLUTIONS !
Accredited Specialists Business Law
155 March Street Richmond N . S . W . 2753 • TELEPHONE 02 4578 3005 www . shaddick . com . au