Estate Planning

Estate Planning is much more than just a simple Will. Done properly, it is a process of thorough investigation, analysis, application of strategies, the preparation and execution of appropriate documentation and ongoing continuous review by appropriately trained financial and legal advisers.

As Synchron authorised advisers we can provide a comprehensive review of your existing assets and structures, and tailor a will and estate plan in accordance with your circumstances and wishes.

We can provide:

  • Wills containing testamentary trusts
  • Trusts and self-managed superannuation funds
  • Business succession structures
  • Succession agreements amongst family members
  • Binding financial agreements
  • Taxation and stamp duty advice
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