Estate Planning

Estate planning helps to protect your assets and investments in the event of your death.  A good estate plan will clearly outline how you want your assets distributed and may include wills, superannuation beneficiaries and funeral instructions.

Wills and Power of Attorney

Giving someone the power of attorney gives them the authority to manage your affairs and make decisions on your behalf if you cannot.  If you suddenly cannot sign documents or pay your bills.  Appointing an enduring power of attorney makes sure that your assets are always protected and saves your family from an uncertain financial future.

Binding Death Benefit Nomination

A binding death benefit nomination is a legal document that outlines how you want your super funds distributed.

Non-Binding Beneficiary Nomination

If you choose non-binding beneficiary nomination, the trustee of your super will be responsible for distributing your super funds and will consider your request but it is not legally binding.

Advance Health Care (Directive/Plan)

An Advance Care [Directive/Plan] is a document that records your choices about health and personal care, which is used if you become unable to make or communicate your own decisions.

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