Estate Planning E-Book

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What is Estate Planning?

Estate planning involves considering what will happen to your assets upon the death of you or your partner or if you become mentally incapacitated and unable to manage your own affairs. You may want to consider how to structure your estate to ensure it is distributed according to your wishes and ensure your family’s interests are protected and tax effective.

Information in this document is based on current regulatory requirements and laws, as at 1 July 2020, which may be subject to change.


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14 Apr '20

Smart Financial Planning

Come and see what happens when the precision of accounting and foresight of financial planning collide.


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