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Wardle Partners

Estate Planning


 
It's only natural that we prefer not to think about death and, as a result many put off planning for this situation.

However, it is vital to plan how you would like your assets to be divided in the event of your death to ensure they are distributed efficiently and according to your wishes. All sorts of problems can occur if you have not planned your affairs properly.

Planning can also ensure your assets are distributed in a tax effective way and can minimise the effect of capital gains tax. As part of the process you should also check your superannuation funds and life insurance policies to see who you have nominated as your beneficiary and seek to make changes if necessary and possible.

Property and investments which are held as 'joint tenants' cannot be distributed through your Will. Ownership passes automatically to the surviving owner. If owned as 'tenants in common' your share in the property is distributed through your Will.


















Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.


 

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