Inheritance and legacy planning focuses on how and when you transfer wealth during your lifetime and on death, balancing financial outcomes with family dynamics and the values you want to pass on.
Superannuation and some insurance benefits usually sit in trusts and are not automatically covered by your will, so appropriate nominations and trust structures are critical.
If you die intestate, state‑based formulas determine who receives your estate, which may differ significantly from your wishes and add cost, delay and complexity for your family. It’s why having a legal will is so important.
Newealth does not prepare legal documents but will help clarify your objectives and model financial outcomes. We coordinate with your solicitor and accountant so your legal documents reflect your financial strategy.
An estate plan may include your will, superannuation nominations, powers of attorney, enduring guardianship, advance care directives and, where appropriate, testamentary trusts.
Estate planning is the process of structuring how your assets, interests and instructions are managed if you lose capacity or pass away. It gives you peace of mind that assets are transferred efficiently and tax‑effectively to the people and causes you care about.
Newealth makes it simple for you by assessing options from multiple insurance providers. We provide you with recommended structures and products that align with your needs, budget and broader financial plan.
Holding insurance inside super can provide cash flow benefits and different tax treatment, while holding it personally can offer greater flexibility. We weigh up both options to ensure your income protection is ideal for your needs.
We carefully assess cover levels against your income, debts, dependants, lifestyle needs, existing assets and superannuation so that any claim meaningfully supports your long‑term plan.
Newealth typically considers life insurance, total and permanent disability (TPD), income protection and, where appropriate, trauma or critical illness cover.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
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Sydney NSW 2000
P: +61 2 9267 2322
General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.