Estate Planning
Peace of mind for your financial and life legacy
Estate planning is an important step in shaping your legacy and ensuring your hard-earned assets are distributed in alignment with your wishes. However, it is critical to ensure your strategy and plan are financially and legally sound and tax efficient to ensure your beneficiaries can make the most of it. Working closely with your legal and tax professionals, we craft a strategy that ensures your wishes are enacted and your legacy realised.
Your legacy realised with bespoke estate planning
Apt Wealth’s experienced advisers will work as a team with your other professionals to deliver you an estate planning strategy that supports your goals and your loved ones.
We can help you with:
Shaping your legacy
Wills and Power of Attorney
Inheritance planning
Tax effective estate planning
Asset transfer
Wealth protection
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Estate Planning FAQs
Do estate taxes apply to superannuation?
Estate planning can be complex, particularly when it comes to the tax implications. Our advisers are often asked whether estate taxes apply to superannuation, so we asked Apt Wealth’s Compliance Manager Tammy Tan to weigh in.
Do you need a will?
Many of us think about wills when there is a birth, death or marriage in the family, but few of us think about it at one of the most important times – when we start to accumulate significant assets. Whether it’s buying property, starting a business, or even growing your income, when your assets increase, you should be reviewing your will to ensure your wealth is transferred how you would want it, and, most importantly, your loved ones are protected.
How can you navigate difficult family dynamics when discussing wealth transfer?
Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. Here are some insights gained from decades of helping families navigate complex dynamics.
Apt in Action
Apt x Cancer Council Pro Bono Program
Apt Advisers are invited to participate in the Cancer Council Pro Bono program, providing financial advice and estate planning to terminally ill patients and their families. Participation in the program enables advisers to give back and use their expertise to help individuals and families navigate one of life’s most difficult times.
Latest estate planning articles
How to leave a lasting legacy with a charitable bequest
Andrew Dunbar
Sep 02, 2024
Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up...
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Should you buy property in 2021?
Sarah Gonzales
Aug 03, 2021
As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most...
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Estate Planning Considerations for US taxpayers
John Versace
Apr 29, 2021
Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex. Here is our guide...
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