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Category: Testamentary trusts

Benefits of a testamentary trust
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…
How does a testamentary trust work?
Trusts work by separating control of the assets held in the trust from the benefit.  The person who has control of the trust assets…
What is a testamentary trust?
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…
Key facts about testamentary trusts
Testamentary trusts are a powerful estate planning tool. Many people choose to include a testamentary trust in their Will because of the asset protection…
Estate planning trap no. 4 – rocky marriages
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…
Estate planning trap no. 1 – superannuation
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…
Our plain-English guide Help with the difficult questions so you can stop procrastinating and make your Will has comprehensive and practical guidance to help you get your affairs in order.