Webinar Recording

Estate Planning

Ensure your estate ends up in the right hands

Estate planning is a way of ensuring that the assets you have worked hard to build up are passed onto your beneficiaries in a tax effective manner.

A well-considered estate plan can provide you with certainty and a peace of mind as an effective estate plan facilitates getting the right assets, into the right hands, at the right time.

This webinar recording focuses on:

  1. What is estate planning.

  2. Factors to consider when estate planning.

  3. Testamentary Trusts and why they are beneficial.

  4. The treatment of superannuation should someone pass away.

Sylvia Liang and Darren Chinnappa will help you answer these questions and explain how they impact your long term financial position.  


Webinar Materials

Download webinar slide deck


Estate planning is not just about planning for death, it also involves the consideration of how assets and financial decisions should be made when you or someone close to you loses their physical or mental capacity to make such decisions. 

Get in touch below for a free initial consultation with a Nexia Financial Adviser to work through your estate planning needs in order to create a comprehensive plan to ensure your loved ones are protected for the future.