Estate Planning

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.

Gold Coast

Phone:  07 5580 9489

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

Email : enquiries@spwealth.com.au

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Eight Mile Plains

Phone:  07 3392 0077

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

Email : enquiries@spwealth.com.au

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Spring Hill

Phone:  07 5580 9489

Suite 3, 290 Boundary St, 
Spring Hill, Queensland 4000

Email : enquiries@spwealth.com.au

Mon - Fri: 9am - 5pm
Sat - Sun: Closed