Surprisingly . . . life will carry on without us!
But why make it harder than necessary for your surviving beneficiaries, 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 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
Management, Future Transfers
Assets, Super and non-Super, Beneficiaries and Family Issues, Adequate Provision, Insurance Proceeds, Wills/Testamentary Trusts, Power of Attorney, Integrity of Documentation
Private Ancillary Funds
Who do we help?
We provide personalised strategies to high-net-worth individuals and family groups, sophisticated individual investors, business owners, senior executives, and professionals to maintain, grow and protect their wealth.
Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.
+61 (2) 9238 8280
+61 (0) 418 854 838
Level 24, 9 Castlereagh Street,
Sydney NSW 2000 Australia
PO Box R1800,
ROYAL EXCHANGE NSW 1225