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Overview
Family succession planning is a way of putting things in place so your assets are passed onto your loved ones in a timely,
efficient and tax-effective manner.
What we do
We will show you why a Will is important, how to use superannuation, trusts and insurance effectively, and the tax-effective distribution of assets.
Benefits
Having a family succession plan could make a big difference to your loved ones’ futures.
Interested in finding out more? Talk to one of our financial advisers today.
You may download these free support materials for your guide:
Rise Wealth QLD Pty Ltd 54 060 600 946 is a Corporate Authorised Representative of RI Advice Group, ABN [23 001 774 125] AFSL 238429.
General Advice Warning:
The information provided is general in nature. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This website contains information for Australian Residents only.
Links to external websites:
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to RetireInvest SE QLD or our licensee in anyway. Note: RetireInvest SE QLD and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.