Estate Planning

Wills

Estate Planning is the process of protecting your assets through the course of transition events, such as marriage, having children, divorce, business and asset purchases, business restructuring and exits, retirement, advancing age, entry into care facilities, illness, incapacity and death. SA Wealth Group works closely with clients to produce tailored estate planning outcomes in a very cost- and time-effective manner.

Power Of Attorney

A Power of Attorney is a legal document where you appoint a person of your choice to manage your assets and financial affairs if you are unable to do so due to illness, an accident or your absence. All Power of Attorney documents must be signed by you while you have the legal capacity to understand what a Power of Attorney is and you agree to the conditions included in your Power of Attorney, and the attorney you have selected must agree to be your attorney and sign an acceptance of the appointment. A Power of Attorney ceases when you die, and at that point the responsibility for your estate will be taken up by the executor named in your Will.

Testamentary Trusts

A testamentary trust is designed to provide maximum flexibility and allow for tax-effective distribution of capital and income, as well as providing possible protection of your beneficiaries from third parties such as creditors.

As your financial advisor’s we will assist your executors to determine how best to manage your estate for the benefit of your beneficiaries, taking into account risk management, taxation and other issues.

Get in Touch

Call 08 8268 5160

Our Location

Ground Floor 145 South Terrace,
Adelaide SA 5000

Mailing Address

PO Box 6268
Halifax Street SA 5000

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

We acknowledge the Traditional Owners of Country throughout Australia. We pay our respects to Elders past and present.

SA Wealth Management Pty Ltd ACN 149 628 222 ATF Katranis Family Trust ABN 29 809 576 590 trading as SA Wealth Management is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422 AFSL 525627.

SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services is a credit representative of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 with Australian Credit Licence 509484.

SA Wealth Property Services Pty Ltd ACN 656 180 782 as trustee for SA Wealth Property Trust ABN 21 688 258 815, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under the SA Wealth Group.

SA Tax and Accounting Services Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust ABN 45 967 852 423, is responsible for taxation and accounting services under the SA Wealth Group.

The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice.

Wordpress website by Advant