Estate Planning

If you want to ensure your wishes are met after you pass away or are unable to manage your affairs, professional estate planning is vital.

Estate planning can be a complex matter, especially where complex business or investment structures are involved. Traditionally it can involve lawyers, financial advisors, accountants and insurance companies; however there is a better approach.

Fusion Group is uniquely positioned to streamline the estate planning process – our One Lens® approach means we consider every aspect of your financial and personal situation and our in-house specialist teams can create your estate plan with you quickly, reliably and cost effectively.

Specifically, Fusion can assist you with:

  • Navigating the complex issues involved from legal through to family matters
  • Creation of a will that will ensure your wishes are met
  • Strategies for minimising tax liability
  • Structuring your affairs for certainty in achieving your desired outcome

 

NEWS

NOTICE: Regarding Unsolicited Emails

We have recently learned of unsolicited emails that are being sent out, claiming to be “Fusion Financial Services” which typically contain the subject line “Invoice Is Ready For [Insert Name].

While the sender may appear to be The Fusion Group, we want to confirm that this is not the case. The email includes a virus in the form of a Word document, claiming to be an invoice from Fusion. In the event that you receive an email that fits this description, close the message immediately and report it as spam.

Thank you,
The Fusion Group

Controlling your Self Managed Super

Self Managed Super Funds (SMSFs) continue to grow in popularity. What is the large appeal that prompts so many people to go their own way despite all of the obligations and responsibilities of being a trustee – and being regulated by the Tax Office? … more

Are Your Inactive Bank Accounts at Risk?

We’ve all heard about the “lost billions” sitting in idle superannuation funds around Australia but are you aware of what’s happening to hundreds of millions of dollars sitting in “inactive” bank accounts? Read on, you may be very surprised. … more