Smart Weatlh Financial
Smart Weatlh Financial
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    • Financial Advice
    • Investing
    • Superannuation
      • Superannuation
      • Self Managed Super Funds
    • Personal Insurance
    • Retirement Planning
    • Estate Planning
    • Cashflow and Budgeting
    • Contact
  • Financial Advice
  • Investing
  • Superannuation
  • Personal Insurance
  • Retirement Planning
  • Estate Planning
  • Cashflow and Budgeting
  • Contact

Estate Planning Norwest Sydney

When was the last time you reviewed you Estate Planning?

Are your assets structured effectively to provide for your beneficiaries in the event of your death?

  

If you are like a lot of busy people in Norwest Sydney, then it is likely that ensuring your estate planning is up to date and appropriate is not at the top of your to do list. 


The problem of not having up to date estate planning such as wills, superannuation nominations and possibly testamentary trusts, is that if you were to die, or become incapacitated, then your assets may end up being distributed differently to how you would have liked. In addition, your estate may end up paying unnecessary tax.


This can have a large and permanent impact on the people who you care about. It may mean they never end up with the assets you wanted them to have, or they may end up in expensive and protracted legal battles to gain entitlement to what may be rightfully theirs. A significant amount of the estate may also be lost in tax. 


By making sure that your estate planning is up to date you can help to significantly reduce the chances of these troubles occurring. 


When receiving financial advice from Smart Wealth Financial, we can help you ensure that your estate planning is up to date and suitable for your situation. We work with qualified estate planning legal professionals to ensure that the legal side of your estate planning is set up appropriately. 


If you are unsure about your estate planning set up, please book a complimentary appointment to see how we can help you. 

4 Reasons to get advice from Smart Wealth Financial

  •  We are licensed to provide you personal financial advice within Australia.
  • Financial Advice is what we specialise in.
  • We are not bank or industry super fund aligned but can advise across all these areas.
  • We act in your best interests, are hardworking and friendly, and our clients love us! 

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Smart Wealth Financial

44/11 Brookhollow Ave, Norwest, NSW 2153, AU

02 8814 1918

Copyright © 2018-2020 Smart Wealth Financial - All Rights Reserved. 

 

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.


Smart Wealth Financial Pty Ltd ACN 610 561 718 t/as Smart Wealth Financial is a Corporate Authorised Representative of Synchron AFS Licence No. 243313