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Estates & Family Trusts

Assets that are owned by a family trust, superannuation fund or company cannot be specifically dealt with in a will. This is because they are not owned by the business owner personally, even though the business owner controls the entity. Fiducian can support development of a properly structured will containing instructions that reflect an owner's wishes as well as consideration for various circumstances such as protection for beneficiaries (including commercial and marital risks) or any business owner's legacy.

Fiducian Financial Services Pty Ltd     ABN 46 094 765 134    AFSL 231103

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