What is an Estate Briefing Paper?
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Your Estate Briefing Paper is your final
guideline to ensure that all your hard work is not dissolved with unnecessary fees or taxes, and that your beneficiaries will not be
financially burdened. It can be somewhat considered as a map. A map of where you are now, and what is to happen with all pieces of your
life after you are gone.
Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.
You may take your Estate Briefing Paper to your own lawyer, or you may choose to work with our lawyer to confirm your Estate Plan meets all the legal requirements to ensure a water-tight strategy.
WEBINAR - Recording
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
WEBINAR - Recording
Thinking about using your super to invest in property? Watch the recording of our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help you build long-term wealth through property investment.
