Estate Planning

As with every stage of life, planning for what happens to your wealth after death is equally as important.

Having worked hard to create your wealth it would be devastating to think of it being dissipated after your death. With the right investment structure, your wealth will be passed on to the next generation in the way you choose.

Estate planning is more than a will; it’s a legally complex area of financial planning with many considerations, which is why we will work closely with your solicitor to get it right. Our financial advisers can guide you through each of the aspects of estate planning:

  • Enduring Power of Attorney
  • Guardianship of children
  • Testamentary Trusts
  • Tax planning for beneficiaries
  • Insuring yourself to protect your family
  • Estate administration

Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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