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Estate & Succession Planning
A considered plan for what you leave behind.
Estate planning brings your superannuation, investments, insurance and personal wishes into one coherent picture, so your family is not left interpreting fragments.
What's included
- Superannuation death benefit nominations
- Estate and beneficiary structuring
- Succession planning for family assets
- Coordination with your solicitor and accountant
- Asset protection considerations
How we approach it
We work alongside your existing legal and accounting advisers so the strategy, documents and nominations agree with one another.
For SMSF members in particular, the interaction between the trust deed, nominations and the estate is critical — and frequently overlooked.
Dunross Financial Planning Pty Ltd holds Australian Financial Services Licence No. 237496. Advice is provided from our office at 190 Boundary Street, West End, QLD 4101, and to clients throughout Australia.