Smarter Will

The days of the “simple” will are over!

Don’t make the mistake of thinking that old-style Wills keep things simple – they can easily lead to complexity and disputes as they aren’t drafted to properly protect beneficiary entitlements and avoid unnecessary taxes.

Our customised Smarter Will with testamentary trusts is a cutting-edge document that has been meticulously designed in consultation with leading Australian estate planning experts to provide maximum flexibility and asset protection + minimise tax.

It includes options to create:

1️⃣ Discretionary testamentary trusts, rights of occupancy and other trust structures that are aimed at giving your executors every possible opportunity to minimise income tax, capital gains tax (CGT) and other tax leakages;

2️⃣ Beneficiary support trusts/special disability trusts that are designed to preserve welfare entitlements; and

3️⃣ Flexible guardianship arrangements to ensure as far as possible that your guardianship wishes …

Please Note: In NSW there is a new temporary regulation made under s17 of the Electronic Transactions Act, designed to help reduce face-to-face contact for the witnessing of documents such as wills, powers of attorney and statutory declarations during the ongoing coronavirus pandemic.

Other States and Territories have or may be in the process of establishing similar measures.

Please contact us to discuss the best way to proceed to execute your Will when you are ready.

Ask us about our Optional Extras which include:

💡 Trax Print Fraud + Litigation Prevention Technology $22;

🗄 Will hard-copy printing + binding service; and

🔒 Will-Safe Storage.

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