Recovery or Trauma Insurance gives you financial freedom if you become critically ill or injured and require extensive medical treatment to recover your health.
A lump sum payment from your Recovery Insurance policy gives you the financial security in the worst of times.
It allows you the financial freedom to access the best medical treatment available, pay for your rehabilitation, and cut back on your work hours to concentrate on your recovery.
For comprehensive cover details and for information on our insurance underwriter, please get in touch with the Smart Private Wealth team.
A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.
There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.
Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?