Estate Planning

Estate Planning is about life – in the present and in the future. It allows you to determine exactly how your assets should be distributed, and to whom, and ensures that they will not be misused or misappropriated after your death – and in some cases, while you are still alive.

Most importantly, estate planning is about the life of your family and loved ones and the peace of mind you get from helping to preserve their financial security. Whatever you age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire, with minimum taxes and with no complications for your loved ones.

It’s your legacy. Let us help you ensure it reflects your priorities.

  • Integrating Self Managed Superannuation Funds
  • Asset protection
  • Personal risk management & insurance
  • Tax effective transfer of assets
  • Tax minimisation strategies

Austvision Financial Planning P/L is an Authorised Representative of MCA Financial Planners P/L AFSL no. 223610.