Estate planning involves much more than having an up to date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.

Find out how our Wealth Management team can assist you here.

To find our more, call us on (07) 5557 8700!

The MBA Partnership Pty Ltd ABN 68 128 381 831 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants(R) are the trading names of Count Financial Limited, ABN 19 001 974 625. Australian Financial Services Licence Number 227232 (‘Count’) a wholly-owned non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia. Count advisers are authorised representatives of Count. www.count.com.au

 

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of Companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.