09/06/2026
A client came to us recently convinced their estate was “sorted.”
They had a will. Signed, witnessed, filed away.
What they didn’t have: a coordinated SMSF death benefit strategy, a plan for who controls their family trust, or any consideration of what happens if they lose capacity before they pass away.
That’s not a rare situation. That’s most people.
At Kingdom Financial Group, estate planning means looking at every asset, every structure, and every tax implication, not just what a solicitor puts in a document.
Your family deserves the full picture. Let’s talk.
📞 07 5370 2229
🌐 www.kingdom.financial
📧 [email protected]