Estate Planning

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Plan for the distribution of your wealth to loved ones

Who will look after your family when you’ve gone? Planning for the distribution of your wealth to your loved ones is as important as creating wealth.

Estate planning not only ensures your wealth is managed and transferred according to your wishes, but also in the most financially tax efficient way. With an effective estate plan in place you can reduce your family’s tax liability and maximise their benefits.

A financial planner can show you how to preserve and manage your assets with an effective estate plan.

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The importance of a valid Will

If you die without a Will, your assets (known as your ‘estate’) are distributed according to a statutory formula, which may not be in line with your wishes, so a valid Will is fundamental.

Many life events such as marriage, divorce, the birth of children and the buying or selling of assets will impact your Will. It’s recommended you regularly review your Will and your estate plan so they both remain appropriate.

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Aged Care

It can be difficult to plan, both financially and emotionally, for the move into an aged care facility.

Seeking financial advice during this time can ensure that the decisions that you and your family make will be the right decision.

A financial planner can help you understand:

  • What aged care options are available - retirement villages, residential aged care facilities, receiving care at home
  • The assessment criteria
  • The costs - basic daily fee, accommodation payment, extra services fees
  • The ways to pay - lump sum, periodic payment or a combination of both
  • Options regarding the family home - keep it, rent it or sell it

The more you can plan your or your loved ones aged care needs, the better, because when the time comes, you may find yourself facing a complex range of questions that require decision to be made...sometimes quickly.

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Complimentary initial consultation

Your first consultation with a Bridges financial planner* is complimentary and obligation free.

It’s an opportunity to discuss your expectations and aspirations, as well as your financial circumstances, needs and goals.

Connect with a Financial Planner
Call 133 282 or find your nearest branch.

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* Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring customers to Bridges, CUA does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.