Phone: 02 6884 2222 | E-mail: admin@fortnumdubbo.com.au

We understand your wealth and assets are likely to be hard won. To this end, we offer customised estate planning – in collaboration with estate planners and aligned professionals – to help you determine how and where your wealth is distributed upon your passing.

Accustomed to opening up delicate discussions with sensitivity and compassion, your Fortnum Dubbo financial adviser can facilitate full family consultations designed to give you the opportunity to articulate your wishes, in order to avoid confusion or conflict for those you love.

Whilst it is important to have an up-to-date Will that shores up the fate of your personal assets, your estate plan is so much more than just a Will. Your estate plan is intended to shore up the fate of your wealth that falls outside of those structures. Without appropriate planning, your beneficiaries could face unforseen tax complications regarding:

  • Superannuation
  • Company assets
  • Trust assets
  • Business assets

We offer enduring service towards designing an Estate Plan intended to evolve alongside your changing circumstances. For instance, if there are new additions to the family, you may wish to include (or preclude) them in your estate. Further, in collaboration with your accountant, we will help guide your decision-making towards tax efficient structures and asset protection measures to guard against risk exposures.

ESTATE Plan

Our estate planning services include the following:

  • Individual Ownership
  • Joint Ownership
  • Tennants in Common
  • Trusts
  • Companies
  • Superannuation
  • Will
  • Testamentary Trust
  • Power of Attorney
  • Guardianship
  • Binding Nominations
  • Life Tenancy

Your Fortnum Dubbo financial adviser will collaborate with your team of aligned professionals and, when the time comes, will help facilitate the claims’ process on behalf of your beneficiaries.

For more information about Estate Planning, contact us today on (02) 6884 2222 or email sdunshea@fortnumdubbo.com.au

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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