Estate Planning
Financial Services
BIG Financial Services Pty Ltd ABN 96 131 377 752 is a corporate Authorised Representative of No. 0491253 of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 559221
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Phone: 1300 557 598
This website is for informational purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other use by you in any form or manner whatsoever.
The information provided is of a general nature only and has not taken into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any financial decisions.
Estate Planning
Estate planning is a process designed to help protect the wealth you have built over your lifetime so that it is distributed smoothly according to your wishes.
More than just a will, an estate plan also takes into account your superannuation and powers of attorney as well as assets held solely in your name or jointly with others, or assets held in private companies or trusts.
Please Contact us for further details.
Advanced Health Directive
This form deals with your future health care. The time may come when you cannot speak for yourself. By completing this form you can give directions about your medical treatment at such a time.
Please Contact us for further details.
Testamentary Trusts
A testamentary trust is established by a person’s Will and comes into existence after probate of the Will is granted.
In this respect, the Will itself contains the terms that would otherwise be found in a trust deed.
Please Contact us for further details.
Power of Attorney
A Power of Attorney is a document under which a person (the grantor) gives to another person (the grantee) the power to act on their behalf. In most cases the Power of
Attorney is a simple document to prepare and execute, yet, because of its flexibility, it can cover a whole range of business and personal needs.
Please Contact us for further details.
Beneficiaries
The beneficiaries of a trust are those people/entities entitled to benefit from the trust in the form of either capital or income distributions.
The beneficiaries under a trust can be named individually or they can be classes of beneficiary, for example, children, grandchildren, etc. If a class of beneficiaries is nominated it must be sufficiently clear who the beneficiaries are.
Please Contact us for further details.
