Estate Planning

Are your family secure financially should something happen to you? 

Do you have a Will or Financial or Medical Power of Attorney prepared? Have you thought about who would be responsible for your children’s upbringing should both parents die? Have you accounted for such events within a Will?

Did you know that your superannuation does not form part of your Will? It is a separate legal structure and as such, unless there is a current binding death nomination in place, the distribution of your superannuation benefits will be at the discretion of the Trustees. Are these things you have considered?

ARA has an arrangement with a law firm in Melbourne to assist in providing our clients with Estate Planning solutions.  Arthur Roe specialises in this area and can provide some great solutions to situations to ensure your future is protected as well as consideration to tax effective estate planning  are contemplated under all circumstances.