Division 296 and Your Estate Plan – Part 2
Blended Families, SMSFs and Why Your Will May Not Be Enough In Part 1 of this series, we explored why the proposed Division 296 tax is much more than a superannuation issue—it can also have significant estate planning consequences. Now let’s look at some of the situations where careful planning becomes even more important. Blended […]
Testamentary Trusts: Why the Government’s Tax Backflip is Good News for Families
Estate planning is not just about deciding who receives your assets when you die. It is about making sure your wealth passes to the right people, in the right way, with the right level of protection. For many families, one of the most effective ways to do this is through a testamentary trust will. Recent […]
