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LOOKING AFTER LOVED ONES

Are you confident that your wishes will be carried out once you're gone?

If your assets are more complex and you would like to share your wealth with many loved ones, an estate plan is essential.

Prepare a will

Studies show that at least 45% of Australians do not have a valid will. If you die without a will your assets will be distributed according to a pre- determined formula with certain family members receiving a defined percentage of your assets despite what you may have wished.*

What you need to know

Our external estate planning service provider can help you:

  • Implement strategies to maximise the benefits of your assets to pass onto your beneficiaries (such as reducing tax)
  • Arrange a binding death benefit nomination to decide who will receive your superannuation fund
  • Give you peace of mind that your loved ones won't be put under any further stress when you're gone
  • Get the right advice on your estate plan

Count on us

A Count adviser can help you:

  • Put in place an estate plan

*NSW Trustee and Guardian http://www.tag.nsw.gov.au/wills-faqs.html

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Contact CBD Wealth Solutions

11A / 29 Mt Cotton Road Capalaba QLD 4157
PO Box 1202 Capalaba QLD 4157
Telephone: (07) 3390 3663
Fax: (07) 3390 3660
Redland, Brisbane


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CBD Wealth Solutions ABN 75 083 804 317 is an Authorised Representative of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.