Estate Planning

Estate Planning reduces stress on your loved ones and ensures your beneficiaries are protected. 

We encourage all clients to get on the front foot with their Estate Planning, to help avoid complications down the line.

Our experts can help you develop practical, comprehensive Estate Plans to:

- Allow the most efficient and secure passing of your assets to your intended beneficiaries, with minimised potential for legal dispute from third parties;

- Legally reduce or fully eliminate tax payable by beneficiaries on annual income generated from their inherited assets;

- Legally reduce or eliminate potentially significant capital gains payable by beneficiaries on assets distributed to them and subsequently sold;

- Legally minimise or eliminate death benefits tax (which can be as high as 31.5%) when distributing your superannuation benefits to intended beneficiaries;

- Protect your intended beneficiaries’ inheritance in the event of bankruptcy, divorce and/or other family relationship breakdown or unwanted change;

- Guard against undue waste and dissipation due to spendthrift tendencies, age, mental health, drug addictions, gambling or other vulnerabilities of a beneficiary.

We can also assist to facilitate the drafting of all the necessary legal Estate Planning documentation by a legal Estate Planning specialist, including:

- Wills

- Power of Attorney

- Binding Death Nominations

- Testamentary Trusts

- Bloodline & Legacy Trusts

Take the first step towards peace of mind, please contact us or call our Client Services team on 1300 CYGNET

Financial Advice:

Disclosure : While every care has been taken in the preparation of this information, Cygnet Financial Pty Limited (ABN 38 631 180 222) (AFSL 514528) and Cygnet Advisory Pty Limited (ABN 87 147 936 196) and Cygnet Accounting Pty Limited (ABN 33 605 660 857) makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This site contains general information and does not take into account your objectives, financial situation or needs. Before making any financial investment decision, a person should seek professional advice.  The information provided is correct at the time of its creation and may not be up to date; please contact Cygnet Financial Pty Limited for the most up to date information.