The importance of planning ahead


Case Study
Peter and Kelly have been blessed with two children, Dominic and Kathy.  Kathy has special needs and will always be financially dependent.  Dominic has recently finished university and is about to commence full time employment as a nurse.

Peter and Kelly understand that if they are to pass away suddenly, they will need to plan for Kathy’s future financial situation.  In the event that they both pass away they have set up a testamentary trust.  A testamentary trust would provide Kathy with a tax free income stream for life, while Dominic would receive a lump sum from his parent’s estate.

The trust also means that Dominic will help Kathy where he can but doesn’t have the burden of worrying about how to invest funds and provide the income that Kathy needs for the rest of her life.

If you would like to learn more about how you can make sure your family is protected, register your interest for our FREE “Is your retirement plan measuring up?” seminar, where we will discuss this topic and more.

When: Thursday 16th February, 2017
Where: Sunbury Football Club
Time: 7.30am
Cost: FREE
Register your interest NOW


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s