Your wealth has been hard earned over many years of work and saving. No one likes to think about what would happen to their estate should the worst happen to them. It is important, however, as we don’t know what tomorrow will bring. You will need to consider the merits of having a tax effective will, powers of attorney and guardianships for your children if you would no longer be here to support them. This will also ensure the wealth you have built up will be transferred generationally.
If you need help with planning your estate and ensuring your plan is tax effective, call us at Acumon today on 4931 1100.
Acumon Financial Services Pty Ltd ABN 96 137 905 116 is a Corporate Authorised Representative (ASIC No.1232849) of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544
firstname.lastname@example.org Tel: (02) 8074 8599
Head office address: Level 15, 115 Pitt Street, Sydney NSW 2000