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Estate Planning

Why choose Grimsey? | Portfolios | Superannuation | Tax Planning Products | Estate Planning

Do you have complex investment or business structures, or a self managed superannuation fund? If so, a simple Will may be inadequate to ensure the wealth you have built passes as you intend.

Moreover, good estate planning looks beyond the distribution of your estate to the ongoing position of your beneficiaries. For example, superannuation and testamentary trusts are both vehicles that can minimize the tax liability of your beneficiaries.

We use the term 'estate planning' here to refer to all exit strategies. So, depending on your circumstances, you may also need a business succession plan or a plan for transitioning smoothly into retirement.

Whether it comes to ensuring your retirement income is as tax effective as possible, or making arrangements to liquidate your business interest by 3rd party sale, buy out or family transfer, early planning and sound preparation are key - both for maximizing wealth preservation and for minimizing potential partnership and/or family disputes.

Our expertise can help to ensure a smooth and equitable transition of your interests whether that process is triggered by planned retirement or unforeseen events.