Help us improve our website by completing a quick survey. Start survey now

Estate planning

Estate planning is about much more than having an up-to-date will. A good estate plan will structure your estate so you can distribute your assets according to your wishes, protect your family’s interests and minimise tax. A Commonwealth Financial Planner can show you the best way to do this.

As part of your estate plan, you’ll need to:

  • Ensure your will is up to date (a solicitor can help you make one)
  • Make sure you have adequate life insurance
  • Understand the tax consequences of how your assets are distributed
  • Implement a binding death benefit nomination on your superannuation
  • Put in place an enduring power of attorney
  • Create a business succession plan, if necessary 

Your initial, no-obligation consultation with a Commonwealth Financial Planner is complimentary. Make an appointment for a time that suits you. 

Keep reading

Transition to retirement strategies

In the years before you retire, you’re probably looking forward to having more time to do the things you enjoy, but many people are also concerned about whether or not they have saved enough money to fund their retirement.

Learn more

When to retire

Deciding to retire is a big decision. Making sure you stop work at the right time depends on a range of factors, including feeling ready to stop, health issues, whether your partner still works, your outside interests and when you can access your super.

Learn more

Cashing out super

Superannuation is designed to help you have enough money to live on when you retire. That means it’s important you consider all the options and get financial advice before deciding when and how to withdraw your superannuation.

Learn more

Related products

We offer a range of superannuation products, from self-managed funds to investment opportunities.

Learn more

Manage your fund's cash in one place, with instant visibility of transactions and a great interest rate interest rate on balances over $10,000. 

Learn more

Our income protection policies can replace up to 75 per cent of your regular income if you’re unable to work due to illness or injury.

Learn more

Important information

Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.


Help us improve our website.

We would love to hear your thoughts, please complete a quick survey.

Start survey now