Last Will and Testament

A Testamentary Trust Will creates a trust that only comes into effect upon your death. It provides significant tax advantages for your beneficiaries and offers asset protection that a standard Will cannot. Our 3G Testamentary Trust Will is the most advanced version available in Australia. It addresses the 4 defacto death duties (Capital Gains Tax, superannuation tax, stamp duty on inherited properties, and potential loss of pension entitlements) and provides a structure that can save your family hundreds of thousands of dollars in unnecessary taxes. Unlike a standard Will that simply distributes assets outright, a Testamentary Trust Will allows income from the estate to be split among family members (including minor children) at lower tax rates. This is one of the few remaining legitimate tax planning strategies available.