Estate Planning

Think about estate planning and you automatically think about your will. A current will is vital to ensuring that your estate is distributed according to your wishes, and in the most effective manner. Without a valid will you risk not providing for your beneficiaries in the way in which you envisaged.

An effective estate plan however is not just about your will. Many assets will not be distributed according to your will. Your family home (if owned jointly) is a good example. Your superannuation funds are also not an estate asset and the treatment of these funds upon death can be quite different to your other assets.

An effective estate plan will consider your overall situation and beneficiaries, special circumstances, how your estate will be funded and the taxation treatment of benefits

  • End of year financial strategies

    With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.

  • Budget 2021: Retirement Outcomes

    The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

  • Videos to help understand financial planning topics.

    Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.

  • SMSFs still on top for member satisfaction

    SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, an Australian Financial Services Licensee with its registered office at Level 6, 161 Collins Street, Melbourne VIC 3000