A Sudden Windfall

What to do with some unexpected extra money

Diversified Financial Planners can help you make the most of a sudden windfall.

Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?

Common questions to consider

Some questions you may wish to consider include:

  • Do I have to pay tax on an item I inherit?
  • What are my options?
  • I inherited a house and I want to sell it. Do I have to pay Capital Gains Tax?

How we can help

If you have a sudden windfall like cash, property, shares or even a valuable item there may be financial implications. We can help you understand those implications and help you make the most of your windfall. We’ll also ensure you’re aware of any tax implications of your decisions.

We can:

  • Recommend a selection of investment options.
  • Review and help you set goals and a realistic timeframe.
  • Identify your options if the windfall is cash and advise of tax considerations if the windfall is not cash.
  • Advise you when you need to see an accountant or solicitor.

What to do next

If you want us to help you make the most of that windfall contact us today.

Diversified Financial Planners, Financial Advisers in FRANKSTON can help you make the most of a sudden windfall. Contact us on 03 9770 6499.

Enquire Now

Your privacy is important to us and AMP Financial Planning Pty Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9770 6499 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.