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LOOKING AFTER LOVED ONES

Are you confident that your wishes will be carried out once you're gone?

If your assets are more complex and you would like to share your wealth with many loved ones, an estate plan is essential.

Prepare a will

Studies show that at least 45% of Australians do not have a valid will. If you die without a will your assets will be distributed according to a pre- determined formula with certain family members receiving a defined percentage of your assets despite what you may have wished.*

What you need to know

Our external estate planning service provider can help you:

  • Implement strategies to maximise the benefits of your assets to pass onto your beneficiaries (such as reducing tax)
  • Arrange a binding death benefit nomination to decide who will receive your superannuation fund
  • Give you peace of mind that your loved ones won't be put under any further stress when you're gone
  • Get the right advice on your estate plan

Count on us

A Count adviser can help you:

  • Put in place an estate plan

*NSW Trustee and Guardian http://www.tag.nsw.gov.au/wills-faqs.html

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RMDP Pty Ltd t/as 360FG Financial Services is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count") a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Please note any taxation or accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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