Private Clients » Services » Estate Planning

At Ord Minnett we provide authoritative and comprehensive Estate Planning services in collaboration with our partner firm, Australian Executor Trustees (AET).

AET, like Ord Minnett is a member of the IOOF Group and has over 120 years of specialist experience in Estate Planning.  AET specialists have been integrated into the Ord Minnett business, working from our offices in close collaboration with Ord Minnett Advisers. AET specialists are available for obligation-free meetings to understand your Estate Planning needs and identify opportunities to manage your estate in a more financially efficient and tax-effective manner.

What is Estate Planning?

Estate Planning involves working out the best way to distribute your personal possessions and financial assets when you die. Estate Planning includes preparing a Will but often a great deal more. Depending on the complexity of your affairs, Estate Planning can include:

• nominating someone to act on your behalf should you become unable to act for yourself 
• creating trusts or other structures to gain tax benefits or protect significant assets, or 
• specifying arrangements for the smooth transfer of your business interests.

To learn more about AET click here