Prudent business operators know that there are many ways that wealth can be lost or squandered, and whether your assets are large or small, you should not ignore the risk that your assets will end up somewhere you do not want them or may be reduced by poor planning.
It is crucial that you have a Will and having an Enduring Power of Guardianship, Enduring Power of Attorney and a testamentary trust is advisable in most circumstances. Self-managed superannuation funds can also be very useful if your assets are significant.
If a relative has passed recently, we can help make the administration of their Will as simple as possible. Please see our Wills and Estate page for more information.