Estate Planning

Yes, physiotherapists have to face their own mortality too. You are not exempt so make sure that you have these plans in place in case the unthinkable happens.

It is now easier for people not named in a Will to claim against a deceased estate.

Our job is to engage quality solicitors to make sure your Will is written to minimise adverse claims and to ensure that they are administered the way you want…quickly and not depleted by taxes.

As professionals who understand your family structure and your profession, we can cater to all physiotherapists with regards to basic Will and powers of attorney matters to more advanced requirements such as death benefit nomination forms for your Self-Managed Superannuation Fund and testamentary trusts for more intricate family estate planning. In any case, you can relax in knowing your affairs are setup correctly and under control.

In addition Darren Foster, our financial advisor, can provide information about buy/sell agreements, a vitally important planning tool for any physiotherapist in Partnership.  Now not only will your loved ones be looked after but with buy/sell agreements your business partners will be protected too, having control on the direction of the practice.