You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. 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 Bastion Financial Group 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.

Likewise, philanthropy through charitable contributions generates not only goodwill, but also has significant income and estate tax benefits for donors. For wealthy individuals, this may translate into hundreds of thousands of dollars in estate and income tax savings. A great way to accomplish this goal is through the use of charitable trusts.

Your Bastion Financial Group adviser is supported by the research capabilities of the Godfrey Pembroke network, so they are ideally positioned to help you navigate an increasingly complex regulatory landscape. We also work closely with your other professional advisers, such as your legal adviser and your accountant, to help ensure you enjoy the best possible after-tax outcomes.

Legacy planning services

Here are some of the ways we can help protect and transfer your wealth more effectively:

• Business succession planning: protection for you and your business partners should one of you die, become incapacitated, or simply need to leave the business unexpectedly, so you can maximise the value you’ve worked so hard to build.
• Powers of Attorney: protect your lifestyle and assets even if you become temporarily or permanently incapacitated, by appointing a family member, trusted friend or independent adviser to make financial decisions in carefully specified circumstances.
• Superannuation Nominations: expert advice to help you select and execute the most appropriate beneficiary nominations for your superannuation asset.
• Executorship: expert advice to help you select and authorise an executor to administer your estate, with ongoing support for your executor and other family members at a difficult time.
• Philanthropy: advice, structures and administration services to help you leave a lasting and tax-effective legacy for the causes you believe in.
• Asset protection: we help you select the optimal structure for your wealth, now and in the future, helping to shield your assets from creditors, litigation and unnecessary tax liabilities.
• Wills: we help you and other family members draft valid and up-to-date wills, taking into account the latest regulatory changes, to ensure your wishes are carried out effectively, without unforeseen legal or tax consequences.
• Trusts: advice and independent trustee services for a range of private trust structures, helping to safeguard your assets and protect the interests of each of your family members.
• Child Pension Income Streams: expert advice to help you arrange and establish a child pension income stream as part of your overall Estate Plan.
• Special Disability Trusts: expert advice around the establishment of a special disability trust with the core purpose of providing for the current and future care and accommodation needs of a child or relative with a severe disability or medical condition.