Mckillop Financial Planning
Investment Plans in Sutherland Shire

Estate planning/probate - business structuring/asset protection - corporate/commercial advice estate planning/probate - business structuring/asset protection - corporate/commercial advice. As part of our offering, we assist our clients to structure their businesses to achieve their goals in regards to asset protection and structuring, tax minimisation and risk protection including arranging insurances. From simple wills to complex testamentary trusts, we can assist in relation to all issues relating to estate and succession planning, including enduring powers of attorney and appointments of enduring guardians. We specialise in advising on 3 main areas, probate and deceased estates; 2- business structuring, namely: 1- estate planning, insurances and asset protection; and 3- corporate and commercial advice. We can advise on all corporate and commercial matters whether negotiating commercial contracts, dealing with disputes or advising on legislative requirements.

We have a long history of providing quality advice and excellent service to our clients. Since 1985, we have assisted many clients in achieving their financial and lifestyle goals. Lucy commenced her career in the insurance industry in the premature 1980s, busy with her husband as insurance agents. Lucy graduated from the Life Underwriters Training Course, giving her an insight into the financial plight of families that do not adequately plan for their future. Subsequently, she obtained her Financial Planning Diploma which allowed her to give holistic financial planning services to clients. Over the years, Lucy progressively began specializing in the financial problems experienced by women. Lucy had a important subsequent of female business owners and professionals and that latter has continued for McKillop Financial Planning and is increasing as those clients’ children and business associates see the benefit of personalized advice. Being married with 2 children and 5 grandchildren, Lucy values the importance of family and the need for providing a financially secure future for your family. Dionne has an honors degree in Law and a Commerce degree with a marketing specialization. GM Adviser Services Ltd is not responsible for the advice and services provided by McKillop Legal. Protecting your riches and those that are imperative to you. Making the most of your retirement income and any government entitlements. We have a long history of providing quality advice and excellent service to our clients. Since 1985 we have assisted many clients to accomplish their financial and lifestyle goals.

Helping people secure their financial coming for over 25 years. Making the maximum of your retirement income and any government payments. Since 1985 we have assisted many clients to accomplish their financial and lifestyle goals. Where a customer has not complied with the terms on which goods or services have been provided, in that they have failed to make payment as and when needed and despite repeated requests, it can often be of assistance for a demand letter. The named executor is responsible for obtaining Probate (if it is required) and in administering the deceased person’s estate as required by the Will. Before starting a fresh business, the first thing that you need to consider is the structure of the entity to operate the business. A Testamentary Believe is simply a believe established by a person’s Will. Wills with Testamentary Trusts are recommended by many lawyers, accountants and financial advisers for various reasons, including asset protection and taxation advantages. There can be meaningful tax advantages in taking an inheritance through a testamentary trust, in addition to asset protection. Testamentary Trusts can be drafted to have the beneficiary effectively regulate the believe and for that oversee to be relinquished on the occurrence of positive events, such as bankruptcy or divorce marital separation, with a nominated person to act in the role of trustee whilst that incapacity remains. Where an estate has income producing riches such as an investment property, under a more plain will, the person who received that gift would have the income earned from that asset added on top of the income they already receive from their employment or investments. You can choose when your power of attorney is to take effect. The appointment of an lasting guardian takes effect only if and when you become unable to make personal or lifestyle decisions for yourself, such as where you are in a coma, are oblivious or suffer from mental incapacity like dementia. The appointed enduring guardian should be someone that you trust absolutely as they have important powers. Keep your family, your riches and you're earning ability by insuring yourself against end or diagnosis of a pensive illness or injury to provide routine income to your family should you be unable to work. In business for yourself? We only support personal insurances from honest insurers t