Saward Dawson > Services > Wealth Protection and Estate Planning

Wealth Protection and Estate Planning

For some people, planning what happens when we die is a no-go zone. It brings up many emotions but it is an important part of keeping your affairs in order.

There are many things to consider when preparing a will. Questions like: what assets do I have; is my superannuation/life insurance part of my estate; who will care for my children; at what age should my children access the assets of the estate; what if one of my beneficiaries should die and under what circumstances; how is my business or family trust affected; and, what are the tax consequences of death.

Preparation of a clear and effective will is vital. Yet we never cease to be surprised by the number of people who do not have a valid will in place. If you die without a will, the cost and inconvenience to your family is substantial.

So why not start the conversation now? We will guide you through the process of ensuring that an effective will, that meets your desires and wishes, is able to be prepared. Your family will then have peace of mind knowing that if the unexpected should happen, your affairs will be in order.

Saward Dawson Wealth Advisers Pty Ltd (as trustee of the Saward Dawson Wealth Advisers Trust – ABN 74 620 432 790), Saward Dawson is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Wealth Protection and Estate Planning Specialists