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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.

From the experts

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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360 Financial Group ABN 61 401 351 286 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232, a wholly owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.  Professional Partner of the Financial Planning Association of Australia Limited.

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

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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