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Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Estate Planning

Do You Have a Comprehensive Estate Plan in Place?

Estate planning is something that many Australians simply do not want to think about. However, if you neglect to address the distribution of your assets, it can cause many financial and family problems when you pass away. For example, when your superannuation fund is paid out to a non-financial dependent, the taxable component will be taxed at a minimum rate of 17%. Enlightened Financial Solutions however, could provide strategies to minimise the tax consequences and ensure your beneficiaries receive maximised benefits. We work with some of Mackay’s most trusted solicitors to help our clients achieve their estate planning goals

Get Professional Advice to Ensure Your Estate Plan is Effective

An effective estate plan minimises any tax payable, ensures the ownership of assets are passed onto the correct beneficiaries at the right time, and provides protection in the case of legal or financial issues. The process of planning your estate can be quite complex depending on your financial and family situation, and professional advice from an experienced financial specialist can ensure any confusion or problems are kept to their lowest level. Our financial advisors can conduct a full review of your estate plan and consider businesses, family trusts, superannuation funds, and identifying any areas that may cause potential problems or have unseen opportunities. We can also ensure that tax is minimised after death so that your loved ones receive what they are entitled to.

Estate Planning is an Important and Ongoing Process

Families, businesses and circumstances are constantly evolving, and it’s important that you have your preferred arrangements in place to ensure assets are transferred to the right people should something happen. Your estate plan should be regularly reviewed and updated with any changes to your lifestyle, financial or family structures. If you have any questions or would like to review your estate plan to ensure its directions are clear and accurate, our financial advisors can help with professional advice. Careful planning now can keep confusion to a minimum in the future, and help provide for your family when you are no longer there to support them. Contact the team at EFS now to book your complimentary appointment.

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...