Testamentary Trusts – Protect your wealth

Over the period of your life you’ve managed to amass some small amount of wealth which you’d like to pass onto your beneficiaries to help set them up for their lives.

Testamentary Trust
The thought of losing some of that wealth:

  • in unnecessary tax, or
  • exposing your bequests to the claims of your beneficiaries’ creditors, spouse/defacto, or
  • simply passing assets onto beneficiaries who are not yet sensible enough to handle that responsibility

should make you consider the many benefits of careful Estate Planning.

One of the main tools in Estate Planning is the Testamentary Trust.

Click here to download the PDF “Understanding Testamentary Trusts”

If you want more information or assistance, phone the office on (03) 9585 7555 and ask for Noel or Amanda, orcontact us by email.