MH
Mastin HarrisFamily Wealth Protection
  1. Your situation
  2. Questions
  3. Your report
Family Wealth Stress Test

You built the wealth.
Is it protected?

A 10-minute check of your Will, powers of attorney, super, trusts, business and family arrangements — tested against the moments that most often go wrong.

DeathLoss of capacityFamily disputesRelationship breakdownTax changes
Free · about 10 minutes · no sign-up
—days until the new capital gains tax rules start on 1 July 2027
6areas tested — from your Will to your SMSF
10 minto complete — your answers stay private unless you choose to send them

What the stress test looks at

Your Will

Is it current, does it use testamentary trusts, and does it actually reach your assets?

Who decides

Powers of attorney, medical decision makers, and who controls your company, trust and SMSF.

Your family

Blended families, young or vulnerable beneficiaries, and the risk of your Will being challenged.

Your business

Continuity if you can't turn up, buy-sell arrangements, guarantees and exit planning.

Super & trusts

Death benefit nominations, trust succession, and the new tax on balances above $3 million.

Tax readiness

The 2027 capital gains tax changes, negative gearing changes and record-keeping.

How it works

1

Tell us what applies

Tick your situation — business, SMSF, blended family and so on. The questions adjust to suit.

2

Answer honestly

"Not sure" is a valid answer. Not knowing is often the most useful finding.

3

Get your report

Your score, the issues found, what to find out, and what to bring to a review.

Find the gaps before your family does.

Your answers stay in your browser. Nothing is sent unless you choose to send your report to us.

General information only — not legal, tax or financial product advice. See the full note with your results. Mastin Harris Family Wealth Protection is a related business of Mastin Harris Accountants, under common ownership. Privacy policy

Step 1 · Your situation

Let's tailor your stress test

Tick everything that applies to you. We'll only ask about what's relevant — the more you tick, the more thorough the test.

Appears on your report only.
Where do you live?
Rules on challenging a Will differ between states.
Nothing ticked yet — you'll still get the core questions

Want us to go through this with you? Send us your report and we'll arrange a free 30-minute review by phone or Zoom.

Your overall score and section scores are shown in the panel. Section scores are out of 100 — higher means better protected.

Priority issues

Ordered by potential impact. Each one is a conversation to have, not a conclusion.

Things you need to find out

You answered "not sure" to these. Locating the documents is the first step of any review.

    What's already in good shape

      Key dates for your situation

      Have these ready for a full review

        Turn this into a plan

        Send your report to us and we'll arrange a free initial review: a short conversation about the gaps your results show and what a full review would involve.

        Contact us instead Email my results