Wills
Testamentary Trusts

Advising on and drafting simple Wills and Testamentary Trust Wills. 

Estate Planning

Reviewing estate plan including Wills, Superannuation, Insurance aspects for tax efficiency and asset protection considerations.

Family Provision Applications

Assessing prospects for your claim, preparing application to court with supporting affidavits, representation at mediation. 

Superannuation

SMSFs, Binding Death Benefit Nominations, Insurance, advice on distributions to tax dependants and non-tax dependants.

Insurance

Reviewing insurance both within and outside of Superannuation together with tax efficiencies for distributions to tax dependants. 

Enduring Power of Attorney

Ensuring your Attorney is able to act for you should you lose capacity to act.