An overview on Estate Planning - an important part of your financial plan: - Setting up your Will - How to set up an Effective Estate Plan and the stages to consider - Planning your Estate & why you need to stick to the rules - Risks of passing on wealth at Death.

1. Estate Planning
Ferdinando Scali | June 2017
Steps to Heaven (or Hell!)

2. Estate Planning
• What is a Will?
• Why do I need a Will?
• Who should I talk to about my Will?
• Is my old Will sufficient?
• Does your existing Will do enough?
Estate Planning | 2
Developing an Effective Estate Plan

3. Estate Planning
• What is Estate Planning?
Setting up an Effective Estate Plan
Estate Planning | 3

4. Estate Planning
Estate Planning | 4
1st Step – Fact Finding
2nd Step – Documents that are not part of your Will
3rd Step – What are your wishes – (what happens to your assets
when you die)
4th Step – Profiling your will and estate plan
5th Step – Reviewing your will to ensure your wealth passes as
you intend when you die
The Steps to Effective Estate Planning

5. Estate Planning
• Discuss your intentions with your family
• Make Informed decisions
• Trust your Executor/s
• Don’t complicate matters where possible
• Be flexible
• Regular Review
Effective Estate Plan – The Guidelines
Estate Planning | 5

6. Estate Planning
What are the Risks of Passing on your Wealth?
30% 45%
15%
10%
Estate Planning | 6
1. Extravagance
2. Special needs
3. Bankruptcy
4. Disloyalty
5. Relationship break up
6. Passing of a beneficiary

7. About the speaker
Estate Planning 7
With over 40 year’s in professional practice, Fred advises clients in:
• Income tax
• Structuring for asset protection
• Succession planning
• Retirement planning
• Estate planning and management.
Fred is an Executor of numerous Estates and holds Directorships of many private companies.
His directorships have included International Chambers of Commerce and Not for Profit
organisations including the Skin & Cancer Foundation Australia and the Italian Opera
Foundation Australia where he is currently both a Board Member and Treasurer.
Fred Scali - Director, BBus, MBus (Tax Law), FCA, CTA
Services: Taxation, High
Net Worth Individuals and
Professionals
t: +61 2 9232 5111
d: +61 2 9220 0303
e: fred.scali@hillrogers.com.au
w: www.hillrogers.com.au

8. t +61 2 9232 5111 f +61 2 92337950
www.hillrogers.com.au | info@hillrogers.com.au
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GPO Box 7066, Sydney NSW2001
H.R.P.H Pty Limited practising as Hill Rogers | ABN 12 003 718 518
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Disclaimer: The above material is not financial advice and is general in
nature and should be taken as a guide only. There are differences in the
law in different states in Australia and you should ensure that you are
aware of your particular circumstances and the legislative requirements
in your state.