FINANCIAL ADVICE · BRISBANE
Estate planning and wealth transfer advice in Brisbane
Your wishes for your family need to connect with the way your assets are owned and managed. We help you consider the financial side of estate planning and work with your solicitor and accountant where their expertise is needed.
Book a complimentary 30 minute meetingA first conversation about your questions. We’ll agree the scope and fees before preparing personal advice.
YOUR FAMILY, YOUR PRIORITIES
Start with the people and decisions that matter.
Estate planning can involve both passing on wealth and arranging support if you can no longer make decisions.
Who do you want to provide for?
Consider the people and causes that matter to you, their needs and the financial resources available.
How is your wealth held?
Super, personally owned assets, jointly owned property and family trusts may need different arrangements.
What has changed?
A relationship change, inheritance, business sale or move into retirement can be a useful time to revisit your plans.
CONNECTING THE FINANCIAL DETAILS
Bring the separate parts into view.
We help identify financial considerations and coordinate with the professionals responsible for legal and tax advice.
Assets and ownership
Build a picture of your investments, super, property, business interests and debts, including how each is held.
Superannuation nominations
Review beneficiary nominations and available options in the context of your fund’s rules and your family circumstances. Your Will does not automatically deal with your super.
Wills and testamentary trusts
Consider the financial questions to raise with your solicitor about your Will and any proposed testamentary trust. Your solicitor advises on the legal structure and prepares the documents.
Family trust and business succession
Coordinate financial planning with your solicitor and accountant when considering future control of a trust or business. The governing documents and ownership arrangements matter.
PLANNING AHEAD
Make the practical arrangements part of the conversation.
A useful plan also considers who may need to act and what information they will need.
Decision-making support
Discuss enduring powers of attorney and other relevant documents with your solicitor. The available arrangements and their operation depend on the applicable law and your circumstances.
Family financial needs
Consider access to funds, ongoing expenses and the different needs of the people you want to support.
Professional coordination
With your permission, involve your existing solicitor and accountant so financial recommendations can be considered alongside their advice.
Reviewing after change
Revisit the financial arrangements when your family, assets or goals change. Legal documents and nominations may also need separate review.
CLEAR PROFESSIONAL ROLES
Legal documents need legal advice.
Willow Wealth Partners provides financial advice and estate planning coordination. We do not provide legal advice or prepare Wills, powers of attorney or trust documents.
Estate outcomes depend on the law, ownership, valid documents and your circumstances. No arrangement can be assumed to prevent disputes, eliminate tax or guarantee that every asset passes as intended.
HOW ADVICE WORKS
A clear process, with room for your questions.
We begin with your priorities and existing arrangements. If advice is suitable, we explain the proposed work and fees before you decide whether to proceed. Any ongoing service is agreed separately.
Understand your priorities and current position
Agree the advice scope and fees
Explain your options and the practical next steps
COMMON QUESTIONS
Questions about estate planning.
Your financial adviser, solicitor and accountant may each have a part to play.
Does my Will cover all my assets?
Not necessarily. Superannuation, trust assets and some jointly owned assets may be dealt with differently. Your solicitor can explain the legal position, while we consider how the financial arrangements fit together.
How does a binding super nomination work?
A valid binding nomination directs the trustee to pay eligible beneficiaries or your legal personal representative, subject to the relevant law and fund rules. Requirements and expiry arrangements vary, so the details need to be checked.
Can you work with my existing solicitor?
Yes. We can coordinate the financial planning aspects with your solicitor and accountant, with your permission. You remain free to choose the professionals you work with.
Is a testamentary trust right for my family?
It depends on your wishes, the beneficiaries’ circumstances, costs and ongoing administration. A solicitor can advise on legal suitability and drafting, with your accountant considering tax consequences. We consider its place in your wider financial plan.
CONNECT THE WIDER PICTURE
Connect your wishes with your financial plan.
Explore related advice, or browse our Education library for more articles.
Superannuation and SMSF
Consider your fund and beneficiary arrangements as part of the wider picture.
Explore this topic → 02Personal insurance
Review how insurance ownership and benefits fit your family’s financial needs.
Explore this topic →TAKE THE FIRST STEP
Let’s start with your wishes and questions.
A first conversation can help identify the financial matters to consider and the professionals who may need to be involved.
Willow Wealth Partners home
Lobby 1, Level 2, 76 Skyring Terrace
Newstead QLD 4006
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Willow Wealth Partners Pty Ltd (ABN 57 666 182 556) is a Corporate Authorised Representative of Cobalt Advisers Pty Ltd (ABN 64 628 654 099), Australian Financial Services Licence 512550.
Important Information
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
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