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If you have a business, company, family trust or SMSF, estate planning usually includes preparing a written estate plan to help you and your…

Estate planning is about developing a strategy to ensures that your assets are distributed according to your wishes. A comprehensive estate plan will ensure…

If you assumed that your superannuation death benefits are automatically gifted to your loved ones under your will, you wouldn’t be alone.  However, it’s…

If you tick any of the following boxes, then you should consider using a testamentary trust in your will: There are a few more…

Control The trustee of a discretionary trust generally has complete discretion to determine who receives the income of the trust. Cost and complexity Testamentary…

Income splitting Income can be split between beneficiaries, thereby taking advantage of beneficiaries with lower marginal tax rates. Beneficiaries who are under the age…

If you have adult children, you should consider leaving an inheritance to them through a testamentary trust, rather than as a direct gift.  …

A testamentary trust is a very powerful tool for families with young children.  In particular, the testamentary trust offers the following advantages: For example: …

Testamentary trusts offer fantastic tax flexibility. In fact, testamentary trusts are the only environment where you can get such great tax treatment, and it’s only…

The discretionary nature of the trust is what makes the trust so powerful for asset protection.  Because none of the beneficiaries own the trust assets…