Estate planning is about more than just writing a will—it’s about ensuring your wealth is protected, your loved ones are provided for, and your wishes are carried out. At Acuity Private Wealth, we provide expert estate planning advice to help you structure your assets in the most tax-efficient and legally sound way. Whether you want to preserve family wealth, minimise estate disputes, or ensure a smooth transfer of assets, we help you create a plan that gives you confidence and peace of mind.

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A Comprehensive Approach to Estate Planning

Every family and financial situation is unique, which is why we take a tailored approach to estate planning. Our expert guidance covers:

• Wills & Testamentary Planning: Ensuring your assets are distributed according to your wishes in a legally binding way.

• Powers of Attorney & Guardianship: Appointing trusted individuals to manage your affairs if you are unable to do so.

• Superannuation & Beneficiary Nominations: Structuring your superannuation to align with your estate plan and financial goals.

• Trust Structures & Asset Protection: Using family trusts or testamentary trusts to protect wealth and provide long-term benefits for beneficiaries.

• Tax-Efficient Wealth Transfer: Minimising tax liabilities for your heirs by structuring your estate effectively.

• Business Succession Planning: Ensuring a smooth transition of business ownership and management.

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Why Choose Acuity Private Wealth?

• Tailored Estate Planning Solutions: We work closely with you to create an estate plan that reflects your wishes and financial objectives.

• Collaboration with Legal Experts: We liaise with estate lawyers to ensure your plan is legally sound and up to date.

• Asset Protection Strategies: Our advice helps safeguard your wealth from unnecessary taxation, legal disputes, and financial risks.

• Ongoing Review & Adjustments: Estate planning is not a one-time process—we provide ongoing support to ensure your plan remains aligned with your circumstances.

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Ensure Your Legacy is Protected

A well-structured estate plan provides certainty for you and your loved ones. Whether you need a simple will or a complex wealth transfer strategy, we’re here to guide you every step of the way. Book a consultation today to take control of your estate planning.