Test how much you know about your current situation...
Do you know who should be the nominated beneficiary of your superannuation fund?
Yes / No
Do you know what capital
requirements are needed for your retirement plans?
Yes / No
Do you know the income left to
dependents on your death and the taxation of that income?
Yes / No
Do you know the implications
and relevance of a Testamentary Trust in your estate plan?
Yes / No
In all the planning you have
done, on your death
or retirement planning, has tax payable to the
government been minimised?
Yes / No
Are your investments and estate
funds structured
to minimise capital gains tax?
Yes / No
Do you know what income your
superannuation fund will supply at retirement?
Yes
/ No
Do you need help with your
estate planning?
Yes / No
Your Yes/No Score: ______/8
Back
If you felt that you would have been more comfortable knowing
the answers to these few questions, then perhaps its time to consider a review
and appraisal of your current plans for your estate. Now and into the
future.
To arrange a confidential discussion with our associated
Business Succession Team email
or
call 02 4987 4948 now to arrange a time to suit.
