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Category: Testamentary trusts

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…
The key benefits of a testamentary trust are: Testamentary trusts offer fantastic tax flexibility. In fact, testamentary trusts are the only environment where you can…
Trusts work by separating control of the assets held in the trust from the benefit.  The person who has control of the trust assets…
The phrases ‘testamentary trust’, ‘testamentary discretionary trust’, TT, TDT…. are all just ‘lawyer speak’ for a trust set up in a will that starts when…
Testamentary trusts are a powerful estate planning tool. Many people choose to include a testamentary trust in their Will because of the asset protection…
Your death is an opportunity!  You probably don’t see it that way, yet. It’s an opportunity for your children to avail themselves of some big…
Not your marriage!  We’re talking about the marriages (actual or de facto) of your children. You’ve worked hard for your wealth. Do you want…
Do you really understand your superannuation?  I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and…

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