What's Included
- Will & testament guidance
- Superannuation death benefit nominations
- Trust structure advice
- Power of Attorney coordination
- Succession planning
Protect your assets and preserve your legacy. Planning ahead ensures your loved ones are cared for and your wishes are respected. CBAF's estate planning services guide you through wills, trusts, superannuation, and succession strategies. We collaborate with trusted legal and tax professionals to make the process simple, effective, and stress-free.
Without proper estate planning, assets may not pass to intended beneficiaries, families can face disputes, and unnecessary taxes may apply. Many Australians delay this critical planning.
We guide you through comprehensive estate planning to protect your assets and provide for your loved ones. Our advisers work alongside trusted legal and tax professionals to address wills, superannuation nominations, family trusts, and succession strategies. We ensure your wishes are clearly documented and tax-effectively structured.
Yes. Super is generally not covered by your will unless you have a valid binding death benefit nomination in place. We help coordinate both.
A trust created by your will that can provide asset protection and tax benefits for beneficiaries. We assess whether this structure suits your situation.
We recommend reviewing your estate plan every 2-3 years or after major life events like marriage, divorce, birth of children, or significant asset changes.
Based in Melbourne's eastern suburbs, we understand local businesses and families. Our team provides hands-on, personalised service.
Accounting, financial advice, and mortgage broking under one roof. We coordinate across disciplines to deliver holistic solutions.