Estate Planning
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Troy Mojsoski
Director
Troy Mojsoski is the principal founder of Blue Chip Super. He is a qualified Chartered Accountant (CA), Certified Practicing Accountant (CPA), Specialist in Financial Planning and Licenced Financial Adviser. Troy has almost 30 years’ experience in advisory matters, with specialisation in a variety of area’s including Self-Managed Superannuation, Personal Superannuation, Shares, Property Investment, cashflow and debt management, Risk Insurance as well as general taxation and business matters.
Troy enjoys helping professionals and small business people minimise tax and create wealth.
Away from the office Troy enjoys going to the gym and spending time with family and friends.
Troy Mojsoski is an authorised representative (245074) of Blue Chip Super Pty Ltd (AFSL 453296).