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

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    A new resource is now available that shows the rates per country of COVID-19 vaccinations. We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.

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  • Videos and other resources for our clients

    Making our website into a valuable resource for our clients is very important to us. There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.

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IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.