As part of our commitment to ongoing education and awareness, we provide you with vital resources to help you make important decisions for you and your business.
Here are a couple of useful checklists and some background reading, to help you consider the important issues.
Please do ask us if you would like more information.
IMPORTANT DOCUMENTATION | LAST UPDATED | DOWNLOAD |
|---|---|---|
| Succession Matters Financial Services Guide | August 2024 | |
| Estate Service | July 2022 | |
| Insurance Service | July 2022 | |
| Claims Service | September 2020 | |
| Business Succession Service | September 2022 | |
| Estate Vision Flowchart | May 2018 | |
| Data Collection – Your Personal Information | May 2018 | |
| Data Collection – Your Estate Blueprint | May 2018 | |
THINGS YOU NEED TO KNOW | ||
| Why Succession Matters | September 2020 | |
| Top 10 Insurance Cashflow Strategies | March 2020 | |
| Can I make sure my superannuation assets go where I want them to? | May 2018 | |
| What is a business succession (buy sell) agreement? | May 2018 | |
ESTATE PLANNING INFORMATION | ||
| What is estate planning? | May 2018 | |
| Enduring Powers of Attorney & Guardianship – WA | May 2018 | |
| Duties of a Trustee | May 2018 | |
| Hierarchy of Treatment Decision Makers | May 2018 | |
| Matters that can be dealt with in a letter of wishes | May 2018 | |
| Special Disability Trusts | May 2018 | |
| Living Wills | May 2018 | |
| Things to Consider | May 2018 | |
| What is the role of the Executor | May 2018 | |
USEFUL TOOLS FOR YOU | ||
| Letter of Wishes Template | May 2018 | |
| Assets and Liabilities – template | May 2018 | |
| Insurance Needs Analysis Calculator | May 2018 | |
| Profit & Loss Add Back form | May 2018 | |
NEWSLETTERS & TECHNICAL ARTICLES | ||
| Insurance Strategies and Succession Matters Update – Video | March 2020 | |
| Succession Matters Newsletter | Volume 1 ; March 2015 | |
| Insuring the Age – riskinfo.com.au | Article ; July 2017 | |
| Proposing a fee for Advice – riskadviser.com.au | Article ; October 2015 | |
| The Art of Estate Planning | Article ; October 2013 | |
| The Hidden Value in Estate Planning – riskinfo.com.au | Article ; June 2013 | |
| Succession Planning if something happens to you | Article ; March 2021 |