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Estate Planning

Nestegg.com.au "How to avoid common pitfalls in your estate planning"

Chris Morcom
Partner/Private Client Adviser
22 Feb 2016

How to avoid common pitfalls in your estate planning

Nestegg.com.au – 18 February ( Chris Morcom)

Hopefully, most of us will get the opportunity to use our superannuation and possibly won’t have much left by the time we die. However, with the average balance in SMSFs steadily increasing, it is important to consider your clients’ estate plans in relation to their super and where they want their benefits to go.  To read the full article please click on this link: http://bit.ly/24lcfsb

 

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email [email protected] or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.