Estate planning_highres_b-w - resized for webIncorporating a Testamentary Trust within your will can provide significant flexibility along with asset protection and tax minimisation for those who benefit from your estate, as well as providing possible protection of your beneficiaries from third parties such as creditors.

A Trust does not come into effect until after the death of the person making the will.  A Trust describes a structure whereby assets are managed by one person (or persons), ie. a Trustee, for the benefit of others (the beneficiary or beneficiaries).

Under a Testamentary Trust, the Trustee has the discretion to distribute capital and income between a group of beneficiaries nominated in your will.

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Wills

  • Control your Assets
  • Protect your Estate
  • Support your Family
  • Nominate an Executor or Trustee
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Testamentary Trusts

  • Protect Beneficiaries
  • Safeguard Family Assets
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Powers of Attorney

  • General Power of Attorney
  • Medical Power of Attorney
  • Enduring Power of Attorney
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Enduring Guardianships



    • Asset Protection
    • Protect Loved Ones