Estate & Legacy Planning
Tailored strategies to ensure your assets are passed on seamlessly and tax-effectively
Protecting your legacy, securing their future
Estate and legacy planning isn’t just about passing on wealth, it’s about doing so in a way that reflects your values, protects your beneficiaries, and minimises unnecessary tax burdens. As an independent adviser, we provide objective, strategy-driven guidance to help you make informed decisions without external influence.
From super beneficiary nominations to wills and testamentary trusts, we ensure your estate plan is structured to serve your best interests. Working closely with you and your solicitor, we help implement a tailored strategy that secures your legacy and provides lasting peace of mind for you and your loved ones.
WE CAN HELP YOU WITH:
- Developing a tax-effective plan to pass assets to your chosen beneficiaries
- Understanding super beneficiary nominations and how they impact your estate
- Exploring the benefits of a testamentary trust versus a basic will
- Supporting collaboration with your solicitor to implement your estate strategy
- Providing clarity on complex estate planning concepts and terms
HOW IT WORKS
Our Simple, Proven Process to Financial Success
From discovery to action, we guide you through every step, ensuring your financial goals are within reach.
“We highly recommend Kearsten in all aspects of financial and estate planning. She has done a brilliant job honing our financial affairs, easily communicates complex matters in a straightforward manner, and regularly checks in to ensure all aspects of our affairs are on track. Every aspect of Kearsten's work with us has been faultless and the network of associated contacts (legal/accounting) she has recommended us to for other aspects of our planning have been of that same high level, making a great team.”
Stephen H
Ready To Get Started?
Start your journey with a complimentary, no-obligation chat
Frequently Asked Questions
Do we have death taxes in Australia?
No, Australia does not have a death tax. However, some taxes may apply to certain assets, such as superannuation, which is why strategic planning is important.
What happens to my super when I die?
Your superannuation is not automatically part of your estate. We help you understand how super beneficiary nominations work and guide you in making decisions that align with your wishes.
What is a testamentary trust, and do I need one?
A testamentary trust is a trust created through your will, allowing greater control over how assets are distributed, and potentially providing tax savings and asset protection benefits. We help you assess whether this is the right option for your estate plan.
How can I make my estate planning tax-effective?
We provide strategies to minimise tax liabilities for your beneficiaries, ensuring your wealth is transferred efficiently and aligned with your goals.
Will you work with my solicitor to implement my estate plan?
Yes, we collaborate with your chosen solicitor to ensure your estate and legacy planning strategy is implemented seamlessly and effectively.
Knowledge Hub
Publications
Kearsten and Addi House Featured in FS Advice Magazine
