Estate Planning, Succession Planning and Administration

Cashel House can assist you with wealth succession planning, estate planning and administration.

Unfortunately less 35% of Australian’s have a valid Will, and less than 19% of young families have one. As a family office our role extends to assisting you maintain you Will with your lawyer, tax filings with your tax agent and general other administration tasks so you can act and sleep with confidence.

Book your free personal appointment with a Cashel House financial adviser.

Please fill in the form and we will be in contact to discuss your loan needs, or contact 03 9209 9000.

If you die without a Will you assets will be distributed according to law. This may include distributions being made to financial dependents, former partners or de-facto partners. Where these is a dispute, this dispute will be heard at the state civil arbitrary tribunal. Depending on the state there may be up to 9-10 months delay before this can take place and any legal costs incurred in the meantime will likely be deducted from your estate.

Payment of your superannuation will depend on the trustees of your superannuation. Where you have made a death nomination the trustees will pay the superannuation to the nominated person, or to the executor of your will if you nominate your legal person representative.

If you pass without making a nomination the trustee may make payments to any of your dependents against the wishes in your Will. Please note that if your super is paid to a person that is not a financial dependent there may be taxes applied.

Cashel House is not a legal advisor and can not legally advise you on the creation and documentation of a Will, however we can advise on the commercial and financial planning aspects that will impact the after tax monetary effect of your estate assets.

To assist in estate planning Cashel House will work with you to do the following:

  1. Compete the Cashel House Financial Questionnaire
  2. Prepare a Financial Will Assistance Kit
  3. Meet with you to discuss and document financial matters that impact your estate
  4. Assist in coordinating the document of your Will by a qualified lawyer
  5. Assist with ongoing review of your Estate Plan when your personal circumstances change

Every 2 years or sooner where there is a change in personal circumstances.