You’ve worked hard to build your wealth. The next step is making sure it ends up in the right hands, at the right time, and in the right way.

Estate and intergenerational planning is about knowing that your family will be looked after, your wishes will be honoured, and the legacy you’ve built continues with care.

We help you make clear, thoughtful decisions about how your wealth will be transferred and preserved, working closely with specialist estate planning lawyers to ensure everything is legally sound and tax-effective.

Managing and transferring your wealth thoughtfully and tax-effectively

Wills and Powers of Attorney

We coordinate with your estate planning lawyer to ensure your will, enduring power of attorney, and health directives reflect your wishes and current circumstances.

Superannuation death benefit nominations

Super doesn’t automatically form part of your estate. We help you structure binding nominations correctly so your super is distributed tax-effectively to the right beneficiaries.

Trusts and family wealth structures

Family trusts, testamentary trusts and company structures can provide control, protection, and tax efficiency when passing wealth between generations. We help assess what’s appropriate for your situation.

Intergenerational wealth transfer

We help you plan how and when to transfer wealth — whether that’s helping children buy a home, funding education, or gifting assets — without jeopardising your own financial security or Centrelink entitlements.

Minimising tax on inheritance

We structure asset ownership and timing to reduce capital gains tax, super death benefit tax, and other avoidable costs ,ensuring more of your wealth stays in the family.

Philanthropic giving

If supporting charities or causes matters to you, we can integrate giving into your estate plan through bequests or charitable trusts that reflect your values.

Aged care and incapacity planning

We help you prepare financially for potential care needs — ensuring funds, powers, and documents are in place long before they’re needed.

Who estate & intergenerational planning is for

This service is for you if you’re:

  • Wanting clarity about how your assets will pass to your family or beneficiaries
  • Looking to reduce tax or complexity for loved ones
  • Concerned about family conflict or protecting inheritances from creditors or divorce
  • Helping adult children financially and want to do it wisely
  • Managing family wealth across generations and want it handled with care
Estate & Intergenerational Planning

Estate planning & intergenerational planning FAQs

Yes. A will is only one part of an estate plan. It doesn’t cover super, trusts, or assets held jointly. A full plan coordinates everything so nothing important slips through.

A will takes effect after you pass away. A trust can operate during your lifetime and continue after death. Trusts can offer tax benefits, control, and protection for future generations.

Every few years, or after major life changes — marriage, divorce, new children or grandchildren, property purchases, or business changes.

Yes — but there can be tax or Centrelink implications. We model both approaches so you can decide what works best.

We focus on the financial strategy — asset structures, tax implications, and wealth transfer timing. Your lawyer handles the legal documentation. We coordinate closely to make sure the strategy and the paperwork align.

Often, yes. Using testamentary trusts or specific beneficiary structures can provide control and protection long after you’re gone.

Super isn’t automatically covered by your will. We make sure your beneficiary nominations are correctly set up to direct your super to the right people tax-effectively.

You can still plan meaningfully — whether that’s charitable giving, supporting a cause you care about, or creating an enduring legacy in another way.

Since 2009, we’ve helped Australians protect their families and pass on wealth with clarity, confidence, and care.

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