We can help navigate the complex issues that present themselves when considering a complete plan for the succession of your business as well as your estate to ensure your wealth is transitioned successfully to the next generation.
We can assist you with:
- What is Succession Planning?
- What is Estate Planning?
- Ensuring your wealth is dealt with according to your wishes,
- Understanding the importance of a Will, Enduring Power of Attorney, Testamentary Trust and Guardianship arrangements,
- Nomination of beneficiaries in your superannuation funds.
Lonsec market report for May 2021, please click on the PDF below to see the market report.
Lonsec Market Report for April Please click the PDF to continue to the Market Report
Lonsec Market Report for March Please click the PDF to continue to the Market Report
We all contribute to super in order to fund our retirement, but once you do retire what are you supposed to do? Watch John Mackenzie as he talks…