Estate Planning & Wealth Management

Madgwicks' approach to Estate Planning & Wealth Management is a holistic one - that is we aim, in an integrated manner, to deal with all assets a client might regard as theirs, whether they be held personally, through a trust, in a superannuation fund or be an entitlement under a life insurance policy.

Overlaying the process are tax considerations. Do tax issues arise now, will they arise in the future and are there alternatives that give a better tax outcome?

Tax is but one driver. The overwhelming aim of any wealth management plan is that intended recipients in fact receive the intended assets, and the risk of intervening events, which might cause assets to be diverted, is minimised.

Our Estate Planning & Wealth Management services include advice on:

• Estate and Succession Planning;
• Business Succession Planning; 
• Preparation of Wills, Codicls and Powers of Attorney;
• Probate and administration of deceased estates;
• Applications for Executors Commission;
• Family and Charitable Trusts;
• Asset Protection;
• Estate conflict resolution;
• Superannuation issue management, including applications to the Superannuation Complaints Tribunal; and
• Tax planning

To complete and print a new company application form please click this link, New Company Application Form

Power of Attorney Form

Willmaker Form