Protect Your Wealth from Disputes, Tax, and Misuse. Advanced estate planning for business owners, blended families, and high-value estates.
You need more than a will. You need estate protection structures.
Threats to Your Estate
Anyone who feels inadequately provided for can challenge your will.
Poor structures mean your family pays unnecessary tax:
Young or vulnerable beneficiaries receiving lump sums:
Your child's inheritance could end up with their ex-spouse in a divorce.
What it is: A trust created by your will that holds assets for beneficiaries.
Benefits:
Who needs it:
What it is: Legal authority for someone to make decisions if you lose capacity.
Two types:
What it is: Directs who receives your superannuation when you die.
Why it matters:
We coordinate super nominations with your will.
What it is: Restructuring how assets are held during your lifetime to maximise protection.
Benefits:
If you checked 2+ boxes: You need estate protection strategies.
We assess:
We recommend:
We work with your accountant and financial planner to:
We draft and execute:
No. Anyone with:
Benefits from proper protection structures.
No. But proper structures:
Get a FREE estate protection review.
We'll identify what's exposed and how to fix it.
Share a few details about your legal matter, and we’ll respond promptly with the next steps—confidentially and professionally.
