You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.
That’s where Portfolio Professionals can help. We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.
Likewise, philanthropy through charitable contributions generates not only goodwill, but also has significant income and estate tax benefits for donors. For wealthy individuals, this may translate into hundreds of thousands of dollars in estate and income tax savings. A great way to accomplish this goal is through the use of charitable trusts.
Your Portfolio Professionals adviser is supported by the research capabilities of the Godfrey Pembroke network and the wider MLC group, so they are ideally positioned to help you navigate an increasingly complex regulatory landscape. We also work closely with your other professional advisers, such as your accountant, to help ensure you enjoy the best possible after-tax outcomes.
Estate planning services
Here are some of the ways we can help protect and transfer your wealth more effectively:
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Business succession planning
Protection for you and your business partners should one of you die, become incapacitated, or simply need to leave the business unexpectedly, so you can maximise the value you’ve worked so hard to build.
Superannuation Powers of Attorney
Protect your lifestyle and assets even if you become temporarily or permanently incapacitated, by appointing a family member, trusted friend or independent adviser to make financial decisions in carefully specified circumstances.
Executorship
Expert advice to help you select and authorise an executor to administer your estate, with ongoing support for your executor and other family members at a difficult time.
Philanthropy
Advice, structures and administration services to help you leave a lasting and tax-effective legacy for the causes you believe in.
Asset protection
We help you select the optimal structure for your wealth, now and in the future, helping to shield your assets from creditors, litigation and unnecessary tax liabilities.
Wills
We help you and other family members draft valid and up-to-date wills, taking into account the latest regulatory changes, to ensure your wishes are carried out effectively, without unforeseen legal or tax consequences.
Trusts
Advice and independent trustee services for a range of private trust structures, helping to safeguard your assets and protect the interests of each of your family members.