How We Can Help

Estate Planning & Wills

Poorly written wills can cost you up to 33% of the value of your estate at death. In addition to the dramatic increase in contested estates your family could find themselves in tax and legal disputes during a time when they are most vulnerable. We can give you clarity and help you protect both your assets and your loved ones.

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Estate Distribution

Here are some of the scenarios we can assist.

Has someone near to you recently passed?

Do you need help to distribute an estate (also known as probate probate services)?

Been left out of a will?

Do you need to defend a contested will?

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Family Trusts

Family trusts could provide benefits related to taxation, asset protection and estate planning and are generally considered the next most popular investment vehicle in Australia after superannuation. Family trusts can provide many advantages but when done poorly can create unnecessary risk and expense. Let us help you get it right the first time.

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SMSF Trusts

A Self Managed Superannuation Fund (SMSF) is a superannuation trust structure that provides control over your Super and how it is invested. SMSF also allow multiple people to pool their superannuation into one fund and are commonly used to invest in property. Speak with one of our experts today to learn more.

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Speak With Us Today

There are few processes in life that are unavoidable, Death and for a lot of couples Divorce. At Fidelis our experienced team will streamline these difficult processes for you to ensure they are completed in the quickest time possible so you can get on with enjoying life.

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