While your Will articulates your wishes relating to your personal assets, there are a number of important other matters including insurance policies, companies, trusts and superannuation that are usually considered outside of your Will.
For high-earning mining and resources professionals, Estate Planning involves particularly complex financial matters including but not limited to:
- Entitlements through executive share plan options which may be impacted across several international tax jurisdictions;
- Superannuation/SMSF;
- Investment properties;
- Life insurance lump sum payments; and
- Other significant assets.
Our Estate Planning service aims to identify and work with professional advisers to implement appropriate structures for your assets for the benefit of your chosen beneficiaries. We also work with professional advisers to provide advice and support so that you can clearly articulate the terms for distributing assets to those beneficiaries.
Our goal is to assist you by working as your project manager and collaborating with other advisers, including your accountant and solicitor, to implement an Estate Plan. The collective goal is to create your Estate Plan whereby your assets may accumulate in a tax effective and protected environment, provide important documents which may include Power of Attorney, Health Care Directive and Testamentary Trust, and an appropriate vehicle for how your assets may be managed and distributed to your intended beneficiaries upon your passing.
