Wealth Advisory
We specialise in estate and legacy planning, asset protection, estate administration, tax effective structures, self-managed super fund, charities and intergenerational wealth transfers. We are dedicated to providing exceptional service to our clients, ensuring their assets are protected, managed and transferred to future generations according to their wishes.
​Our expert advice includes:
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Testamentary Trusts
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Simple Wills
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Enduring Powers of Attorney
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Enduring Guardianships
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Memorandum of Wishes
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Mutual Wills
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Probate & letters of administration
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Family challenges
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Superannuation claims
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Administration of estate
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Testamentary capacity advice
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Deed of Family Arrangements
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Family Charters
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Intergenerational transfers
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Wealth protection
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Legacy & succession planning
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Governance review and advice
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Private Ancillary Fund establishment & registration
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Public Ancillary Fund establishment & registration
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Charitable Trust establishment
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Deductible gift recipient advice
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Family law asset protection advice
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Superannuation splitting advice
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Binding death benefit nominations
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SMSF deed upgrades
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SMSF change of trustee
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Bankruptcy advice
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LRBA/Super borrowings
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Pension documentation​
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