What happens to your family in the event of your death? Have you done your estate planning with our Brisbane-based financial experts?
The idea of planning for your own death can seem grim, but if you don’t arrange your affairs to ensure your loved ones are taken care of after you’re gone, the government will make those decisions for you.
By consulting with our wills and estate planning experts in Brisbane, you will have peace of mind knowing that if you die, your assets will go to the right people.
As part of managing your wealth, we have the best understanding of your assets and how they are structured. We can be the liaison point between you and your lawyers in coordinating your estate in the event of your death.
Effective estate planning can:
On top of needing a written will that clearly states what you want to happen to your assets in the event of your death, we can also help you make decisions that affect your finances and medical care during your life.
Our Estate Planning services include advice on
We can assist you in taking the initial steps towards estate planning, such as prioritising your objectives and collaborating with your tax and legal specialists to guarantee that your personal estate goals are achieved. We can also help you ensure that your investment plan is in sync with your estate plan. Contact our estate planning experts in Brisbane today for more information.
As part of our financial advice, we look at asset protection strategies, such as testamentary trusts. This can help shield your assets from creditors, and can allow you to more control your assets, minimise tax to beneficiaries and ensuring you are still providing for your dependents after your death.
We’ll look at ways to reduce the tax on your assets to beneficiaries. Our strategies aim to minimise tax, by distributing income and capital gains to beneficiaries in a tax-effective way.
A Power of Attorney (POA) is a legal document that appoints someone to act on your behalf. This could be for financial matters, such as paying bills and handling investments, or for health-related decisions, such as consenting to treatment or appointing a guardian.
Having a POA in place can minimise the risk of family conflict and ensure that your wishes are carried out, even if you’re unable to make them yourself. It can also provide peace of mind for loved ones, knowing that they have the authority to make decisions on your behalf if necessary.
Many people are unaware that superannuation is not dealt with by your will (though you can nominate it to). If you pass away; but don’t nominate a beneficiary, the super will be disbursed based on discretion of the trustees of the super fund which may or may not be what you intended.
Making a death benefit nomination is one of the most important things you can do for your loved ones. We will help you nominate a beneficiary, look at the tax implications of that decision and guide you what the best outcome. We can work in conjunction with your estate planning specialist to guide you on this.
“We have been with Aspiri for many years and found that the advice provided has been very professional and in a courteous manner, with sound investment advice around our portfolio.”
C & L Clapper
“Since our first meeting with Aspiri more than 10 years ago, our confidence in the Aspiri team has never wavered. The expertise and the personalised advice and interaction they provide us, we feel very sure. Their advice has allowed us the luxury to pursue and now enjoy a lifestyle of our choosing. Thank you Aspiri team, you are all much appreciated.”
I & G Vayro
“I’ve been with Aspiri for 10 years after having my own self -managed Super Fund since 1988 . Since I retired 5 years ago I have drawn an annual income of over $100k and the balance of my account is what it was on retirement. They must be doing something right.”
“The Aspiri team have been looking after my financial security for eleven years. They have been extremely supportive, helping me plan my future. As a self-funded retiree, their advice gives me the reassurance that I can go onto my latter years secure in the knowledge that my finances will allow me an ongoing comfortable retirement. “
“The team at Aspiri have been informative on a regular basis and in an accessible way that allows us as busy professionals with little knowledge of the financial world to feel empowered and confident that our wealth is being well cared for.”
J & J Conn
“In the time I have been with Aspiri, I have found them to be very good at what they do – they are very efficient and reliable, able to explain financial matters in a clear and simple way as well as having empathy and understanding for my individual circumstance.”
“I have been a client of the Aspiri team for over 10 years. I can thoroughly recommend the team at Aspiri for providing financial advice for me and my family and for always providing outstanding service with passion and enthusiasm!”
“Several years ago we chose Aspiri, to manage our investments. The team are extremely personable, informed and easily contactable. They adjust portfolios in a timely way, based upon shifts in global markets and the client’s goals. We recommend the client-focused Aspiri team, with confidence.”
J & E Clancy
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