There is much more to building and managing wealth than simply investing money for the best returns. Where and how your assets are held has a significant impact on their tax treatment and protection from creditors.
As well as this, how they are managed and/or distributed after your death can also have serious consequences if this is not properly planned for.
Effective estate planning ensures that your assets can accumulate in the most tax effective and protected environment, whilst also ensuring that the assets are properly dealt with when they are being distributed.
Talk to us today about structuring your affairs in the best possible way.
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Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers