Estate Planning

Estate and succession planning aims to ensure that your accumulated wealth is distributed to your chosen loved ones. Ensuring that your assets are effectively and efficiently utilised to secure your family’s financial well-being.

AMD Super can help you with some of the more challenging aspects of proactive retirement planning. Our services include:

Succession management

We work closely with you during the succession process to ensure that your business and superannuation assets are transferred to your successors or beneficiaries in the most effective way.

Asset protection

Through our asset protection strategies we aim to minimise exposure of your assets such as your business assets and your family home from potential adverse financial events.

Wills and power of attorney

We firmly believe that wills and powers of attorney are a vital component of personal finance. Through our referral professional lawyers we ensure that our clients receive the best advice when it comes to passing on their wealth upon death.