The discussion of topics such as our own mortality and the management of our estate are not issues that any of us wish to discuss on a regular basis.

If we want our business to continue on,however, our children to be financially secure or our estate to be distributed according to our wishes, we do need to make plans before it is too late.

At William Buck we familiarise ourselves with your business affairs, structure and family relationships.  With this information we are well placed to assist in a review of your current will or preparation of a new one.  You may need minor changes to fit current taxation and superannuation laws or a complete change.  In either case, we can arrange to have this prepared by a solicitor.

Executors

Having responsibility for the administration of your estate, your executors and trustees must deal with everything from funeral arrangements to proving the will, the collection and ongoing management of assets, until final distribution to beneficiaries.

Knowing your family circumstances it may be appropriate for a William Buck Director to act as an executor with family members.

Estate Administration Service

In the event of your death, your executors can also seek the assistance of William Buck not only with the preparation of financial statements and lodging returns, but also with probate documentation, collecting assets and paying debts.  Where trustees are required to hold assets for later distribution, we can help with investments, maintenance of records and distributions in accordance with the terms of your will.
By assisting you with your estate planning, William Buck will be well placed to transfer your assets to your beneficiaries with a minimum of fuss and for a reasonable fee, when the time comes.

Until then you will benefit from the peace of mind that comes from knowing that your estate will be handled in a professional manner for the benefit of your loved ones.

Wealth Advisory >

All the Latest From Our Wealth Advisory Team

Canberra announces early access to super as part of COVID-19 ‘Safety Net’

Posted By William Buck News on 23/03/2020 11:19:31 pm

Canberra has announced changes that have the potential to affect all superannuation fund members as part of the Federal Government’s ‘Safety Net’ package to counter…

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Ultra-high net worth wealth management is a key growth area for William Buck SA

Posted By William Buck News on 13/03/2020 04:58:41 am

Ultra-high net worth is the fastest growing part of William Buck South Australia’s Wealth Advisory business, according to Director, Wealth Advisory Adrian Frinsdorf. Mr Frinsdorf…

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How much will you need to retire?

Posted By William Buck News on 25/02/2020 12:00:11 am

‘How much do I need to retire’ is one of the most common questions we are asked by our clients. Often, they’re in the height…

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Update on the $1.7m Total Super Balance & Transfer Balance Cap

Posted By William Buck News on 17/02/2020 02:50:12 am

Australia’s $1.6m Total Superannuation Balance and Transfer Balance Cap are expected to increase to $1.7m on 1 July 2021, which could result in additional opportunities…

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