New Estate Planning Program

SUPERCentral has now launched its flagship Estate Planning Guide and Testamentary Manual.  This new system has been specifically designed for Advisors to guide clients through the intricacies of their testamentary documents and to gather the information needed to formulate an estate plan suitable for every client regardless of the size or complexity of their financial situation. 

The Advisor can then choose to manage the development of their clients estate plan in close partnership with our associates Townsends Business & Corporate Lawyers, to ensure that it reflects their financial structures and their testamentary requirements in a tax effective way.

Modern Wills

Estate planning is so much more than a 'Will' - for example the most significant asset apart from a home, may well be in super.  A will cannot deal with super and an estate may be anything but simple.  Company structures, blended families, family trusts, and business interests may all need special attention.  A modern will can seriously enhance and protect the value of gifts to loved ones in a tax effective way.

Working in close consultation with Townsends Lawyers who bring deep experience in tax law, trust law, super and wills to your client’s estate planning requirements ensures that their family and other beneficiaries will be looked after and their inheritances protected in a tax-effective way. 

If you would like to know more about how our new service can assist you to maintain the relationship with your client throughout the estate planning process or to register for our upcoming Estate Planning PD Training Seminar being held in October, please call us on 02 8296 6266 or email info@supercentral.com.au