MGI Perth

As your business growth advisor, MGI Perth is well-positioned to advise you on controlling and protecting your assets now, into retirement and to the next generation.

Estate planning is about defining where you are now, where you want to be at different points of time in the future, and importantly, how to best get you there. Knowing what your goals are allows us to work with you to establish strategies that will enable you to achieve them.

Did you know...

• Having a Will is not having an Estate Plan?
• An asset protection plan looks at where assets are held, where financial risks are, and puts a plan into place to manage these risks?
• An estate plan considers the transition from business to retirement?
• An estate plan provides for you, your family and your business partners?
• Superannuation is an excellent vehicle to maximise the value of your estate?
• Insurance offers protection through the journey to retirement?

Consider the following questions

• Did you know that your Will doesn't deal with the assets you control in your trusts or company when you are gone. Assets that you consider to be yours may end up under the control of the wrong people.
• Have you considered how you will sell your business and to whom?
• If your business relationship fails, do you know how you will get out of it?
• If your business partner dies, do you know how you will pay their estate the value they have in their business?
• If you die, do you know how your family will access the value captured in the business?
• Did you know that your superannuation account can be dealt with outside of your Will?
• Do you know what would happen to you and your family if illness or an accident prevented you from earning an income?

If you answered "no" to any of these questions, you may wish to contact Alex Davis for an in-depth consultation. MGI can assist by:

• Defining the gap between where you are now, where you want to be, and provide you with the roadmap to get you there
• Ensure that recommended changes are done in the most tax-effecgive manner
• Review your current funding arrangements
• Help you grow your business and prepare it for sale so that you can maximise its value
• Provide advice on insurance coverage
• Develop an investment strategy and recommend appropriate investments.

For more information on how we can assist you protect your most valuable assets, contact us today.