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With a complex asset base which included superannuation, property and collectibles, we appreciated the near seamless integration of financial advice, estate planning and tax management.
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Strategic Estate Planning
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Estate planning is an important process that lets you outline your most personal wishes. More than just preparing a will, estate planning helps those with complex investment, personal or business structures protect their rights, nominate powers of attorney and determine the eventual distribution of their assets and superannuation pay-outs.
At Kearney Financial Planning, our skilled planners will help you to simultaneously maximise the value of your estate while minimising the financial strain on its outlined beneficiaries.
Our strategic estate planning service provides guides you through:
- Powers of attorney
- Wills and their currency
- Use of testamentary trusts
- Guardianship issues
- Executorship issues
- Use of superannuation for contestable estates
- Superannuation trust beneficiary nominations
- Tax-efficient asset distribution
- Tax-efficient super payouts
- Life insurance payouts
- Structural considerations for companies, trusts or other entities being sold and/or willed to a beneficiary
The Kearney Group also has an extended network of professionals with which we work. We are, therefore, able to provide referrals to specialist advisers and legal practitioners as required, ensuring all aspects of your estate plan are properly managed.
