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  • Home
  • Our services
    • Our Client Journey
    • Personal Insurance
      • Income Protection Insurance
      • Life Insurance
      • Total and Permanent Disability insurance
      • Trauma Insurance
      • Health insurance
      • Home Contents Insurance
      • Motor Insurance
      • Landlord Insurance
    • Business Insurance
      • Business Expenses
      • Business Interruption
      • Business Property
      • Buy Sell Agreements
      • Commercial Vehicle
      • Cyber Protection
      • Group Income Protection
      • Key Person
      • Management Liability
      • Marine Transit
      • Professional Indemnity
      • Public Liability
    • Financial Advice
      • Estate Planning
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    • Superannuation
      • Retirement Planning
      • Self Managed Super Funds (SMSF)
      • Wealth Accumulation
  • Resources
    • Videos
    • EOFY
    • E-Books
  • News & views
  • About
    • The IAS approach
    • The IAS Investment Philosophy
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      • Trauma Insurance Case Study
      • Business Property Insurance Case Study
      • Business Interruption Case Study
      • Superannuation Case Study
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      • Contract Review Case Study
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Estate Planning

  • Call 02 8268 2900
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While none of us like to think about our deaths, we all want to know that our assets will go to our chosen loved ones when we pass.

Estate Planning is an important way to protect your loved one’s futures, and make sure that there are no unnecessary issues when it comes to the final distribution of your assets. It provides you with peace of mind that your wishes will be followed.

Do I need Estate Planning?

Estate Planning is not just about drafting a Will, it’s about forward thinking, asset protection, and establishing structures that ensure the orderly transfer of your assets to your chosen beneficiaries in a timely and tax effective manner that complies with current state and federal legislation.

What can Estate Planning cover?

Estate Planning involves making plans for the transfer of your estate after death. This comprises all of your assets, from property and cars to retirement, investment and savings accounts, and even jewellery, clothing and artwork.
Good estate planning makes sure your estate is transferred to your beneficiaries while paying the least amount of taxes. You may also wish to assign guardians for any children who are still minors.
When we undertake your Estate Planning, we also facilitate a meeting with our legal practitioner to ensure everything is legally in order and up-to-date.

Other things to consider

Making sure that you review your Estate Planning documents from time to time is important, as any change in finances or family situation may require an update. We have extensive experience with Estate Planning for a wide range of clients with varying needs. We can help you work out what makes the most sense for you and your beneficiaries and keep your Estate Planning up-to-date as changes in your financial or personal situation occur.

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ABOUT US

Incorporated for over 40 years ensures experience, knowledgeability and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.

CONTACT US

Street Address
Level 2, 273 Alfred Street
North Sydney, NSW 2060
Postal address
PO Box 1073
North Sydney, NSW 2059
Call: (02) 8268 2900

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