estate-will-planning

Surprisingly . . . life will carry on without us!

 But why make it harder for your surviving beneficiaries than need be, and importantly, why give the government more than it is entitled to?

Ensuring your estate is distributed as you wish is not difficult - but it does require the correct planning and appropriate structures.  Estate planning needs to account for things like insurances and overseas assets.  It needs to address administration and executor issues and it needs to comply with all legal requirements in the jurisdictions where assets are held.

With careful planning you can achieve your desired outcome

ldi

Assets
Management, Future Transfers

stock-exchange

Liability
Extinguishing

will

Estate Planning
Assets, Super and non-Super, Beneficiaries and Family Issues, Adequate Provision, Insurance Proceeds, Wills/Testamentary Trusts, Power of Attorney, Integrity of Documentation

philanthropy

Philanthropy
Private Ancillary Funds

Who we help?

We provide high net worth individuals and family groups, sophisticated individual investors, business owners, senior executives and professionals with personalised strategies to maintain, grow and protect their wealth.

Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.

Telephone

+61 (2) 9439 7458
+61 (418) 854 838

Fax

+61 (2) 9439 6127

Address

Suite 5G, 171 Gloucester Street,
Sydney NSW 2000 Australia

Postal

PO Box 163,
CROWS NEST NSW 1585