Estate Planning

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider Estate Planning if you have assets, whether it’s a house, superannuation, investments, insurance life policies and/or a business.

More than just a Will Estate Planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

How Signate Private Wealth can help

In conjunction with legal and accounting professionals we can help you with:

Ensuring your Will is current and properly drafted
Granting Enduring Powers of Attorney
Reviewing if a family trust is appropriate for your situation
Identifying whether it is appropriate for you to have Testamentary Trust in place
Finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries)
Reviewing your life insurance policies
Ensuring your nominated beneficiaries are correct for your superannuation
Gifting to charities
Identifying the right structure to pass on the family business
Dealing with capital losses and capital gains
Dealing with family debts

For more information please contact our office by calling 07 55 809 489.

Varsity Lakes Office

Phone: 07 55 809 489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Kirra Office

Phone: 07 55 361 301

Address:
60 Musgrave Street, Kirra QLD 4225

Email: [email protected]

Mailing Address:
PO Box 855, Coolangatta QLD 4225

Brisbane City Office (Adelaide Street)

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Brisbane City Office (Eagle Street)

Phone:07 3012 7344

Address:
Level 7, 175 Eagle Street
Brisbane City Queensland 4000

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Brisbane South Office

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct,
Eight Mile Plains QLD 4113.

Signate Private Wealth is an Authorised Representative of SGN Financial Pty Ltd ABN ABN 40 120 395 904, AFSL 490523.

General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Varsity Lakes

Phone: 07 5580 9489

Suite 1303, Lakeside 2, Bermuda Point, 1 Lake Orr Drive, Varsity Lakes, QLD 4227

Email : [email protected]

Mailing Address:
PO Box 1040
Burleigh Heads QLD 4220