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Tag: Wills & Estates

Could the ATO Inadvertently Become a Beneficiary Under Your Will?

Avoid the common misconception that no tax is payable on the transfer of assets on death to beneficiaries under a WillIt is commonly assumed that no tax is payable on…

Succession Planning for Blended Families

Succession Planning - It's a must.Many clients avoid succession planning, particularly in even the simplest blended family situations where there are children from previous relationships for example, as they cannot…

Writing Testamentary Trusts into your Will

A Testamentary Trust allows for greater flexibility to fit your particular circumstanceSignificant wealth has been created in the current generation. Passing wealth to beneficiaries absolutely on death exposes the inheritance…

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