Transferring and building wealth for your loved ones

The transfer of wealth from the ‘Baby Boomers’ (born between 1946 and 1961) to younger generations is the largest shift in assets that has ever happened in our country’s history. The vast majority of people can make this transition happen in a more tax effective and effective manner than they currently have in place.

In many cities it is becoming increasingly harder for young people to realise the ‘Great Australian Dream’ of owning their own home. Many more people can assist their children with this important step if they get wise advice sooner.
Legal specialists are the only people who can provide estate planning expertise to put in place all of the legal documents to affect the optimum transfer of wealth after your death. Wise investment advice in consultation with estate planning advice will produce a better result for your loved ones.

Many changes have happened lately and will occur in the areas of superannuation, powers of attorney and guardianship and taxation law that can severely erode your plans to assist your loved ones and you. Families can be torn apart over ill formed or half-baked estate and financial advice.  Most people do not realise that anywhere from 17 to 47% or more of their estate can be taken in taxes if they do not make a few prudent changes before it is too late.

For wise advice call us on 1300 735 288 or email us today.