Who will look after your family when you have gone?No-one likes to think about death or falling ill – but it’s important to plan for the future.
What is estate planning? Through your estate plan you can:
Having an estate plan ensures that the wealth you have worked hard to build is protected. It reduces the stress on you and your loved ones by ensuring that you will be looked after during your lifetime and that your assets will be distributed smoothly, tax-effectively and according to your wishes. You don’t have to be wealthy to have an estate plan. You also don’t have to wait until you’re older to get your estate affairs in order. Estate planning is particularly important if you:
How a financial planner can help For more information on estate planning view the ‘Protecting your wealth’ or ‘What happens to super when you die?’ online videos To make an appointment with a Bridges financial planner call us on 13 61 91 or send us en email info@sydneymutual.bank.
This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring customers to Bridges, Sydney Mutual Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives. Sydney Mutual Bank and Endeavour Mutual Bank are divisions of Australian Mutual Bank Ltd. |