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.