Estate planning

Features and benefits

Making financial and legal arrangements about the transfer of your personal assets to chosen beneficiaries can be difficult and emotional.

At Macquarie Private Wealth, we have specialist advisers that can help provide peace of mind for you, your family and loved ones by creating a comprehensive estate plan.

As part of the estate planning process your Macquarie Private Wealth adviser can facilitate:

• Initial discussions about existing wills and estate plans.
• A review of your financial affairs to create appropriate asset protection strategies.
• Referrals to qualified specialists to establish a personalised estate and asset protection plan.

Who might this suit?

• Any investor who currently does not have a will.
• Any investor who is unaware of their estate planning options.
• Any investor whose financial situation has recently changed.
• Business owners concerned with succession planning.
• Any investor that is concerned about intergenerational transfer of wealth.

Why is estate planning important?

Without a will, your assets may be distributed according to a prescribed formula set by state legislation.

Upon death, your assets or control of your assets may be passed to the wrong person.

To ensure that you safeguard your assets and intergenerational transfer of wealth is maintained, estate planning should be an important part of your overall financial plan.