Wealth & Planning
Estate & succession planning
Estate and succession planning decides how your wealth and business pass on, in a tax-effective way. Wealth Mantra plans the financial side and works with your lawyer and Business Mantra Accountants on wills, structures and business succession.
Delivered by
Wealth Mantra
Financial planning, super and retirement
With help from Business Mantra Accountants
On this page
Who it’s for
Families
People who want their assets to go where they intend.
Business owners
Owners planning who takes over their business.
People with complex assets
Those with trusts, companies, super or blended families.
What’s included
Estate review
Which assets your will covers, and which pass outside it, such as super and jointly owned property.
Super death benefits
Beneficiary nominations for your super.
Business succession
Planning for retirement, sale or the unexpected in your business.
Working with your lawyer
Coordinating the financial plan with your will and powers of attorney.
How it works
Your wishes
Who you want to provide for, and how.
Review
Your assets and structures are reviewed.
Plan
A financial plan is prepared with your lawyer and accountant.
Keep it current
The plan is reviewed after life changes.
Good to know
Super doesn’t automatically follow your will
Super is paid to beneficiaries according to the fund’s rules and any valid nomination, so nominations matter.
Legal documents
Wills and powers of attorney are legal documents; a lawyer prepares them.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by Wealth Mantra’s licensee · Last updated 6 October 2026
Insights
Guides from the group’s specialists
Wealth & Planning
Wealth & Superannuation Planning: Key Strategies 10 Years Out from Retirement
The super rules that matter in the ten years before you retire: the 2026–27 contribution caps, carry-forward contributions, transition to retirement, downsizing and death benefit nominations.
Wealth Mantra · 4 min read
Important information
General information only: it does not take your personal circumstances into account.
Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Wealth Mantra, Business Mantra Accountants before proceeding.
Next step
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