You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.
That’s where Venture can help. We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.
This article explains the difference between having a will and nominating your beneficiaries. If you haven’t nominated any beneficiaries then the decision for who receives your superannuation is in the hands of the trustees of your fund.