• BlueKite Capital

Estate Planning Made Simple

Updated: Mar 13


We know what a Will is, but have you heard of an Estate Plan? While it’s not the easiest topic to discuss, estate planning in its simplest form is about ensuring peace of mind. It ensures that the wealth you create now is passed on to your family and beneficiaries in the most legally and tax-effective way possible.



Creating an effective Estate Plan ensures that:

  • Tax payable is minimised

  • Your financial and medical decisions are made in your best interests if you become incapacitated

  • The ownership of your assets is passed to the right family members and beneficiaries; and

  • Your assets are protected if any family members or beneficiaries have any legal issues

With the ever-increasing complexity of blended family units, superannuation laws, business and trust structures, Estate Planning has become even more important in today’s society and often involves more than a simple Will. At BlueKite Capital, we have advisers who will help you work through your options and will engage specialist estate planning legal advisers to implementation your Estate Plan.


BlueKite Capital will help you learn more about:

  • Wills

  • Powers of Attorney

  • Testamentary Trusts

  • Taxation Implications

  • Estate Planning for Superannuation


Estate Planning is a crucial part of managing your risk and shouldn’t be left to the last minute - after all, we don’t know when that last minute will be!


Please call Venn Williams, CEO BlueKite Capital on 0416 251 140 or email v.williams@bluekitecapital.com.au to start a conversation today.

General Advice Disclaimer

 

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

 

© 2019 by BlueKite Capital (Holdings) Pty Ltd ABN 43 617 300 964

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