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Bequeathing units and shares to a testamentary discretionary trust
A testamentary discretionary trust will (TDT) can be an effective vehicle for holding and managing assets for beneficiaries under a will. That said, the fact that an asset can be left to a TDT does not mean that the transfer of the asset, or subsequent dealings with it, will necessarily be straightforward. Shares in a…
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Federal Budget announces tax on discretionary trusts
On 12 May 2026 the Albanese Labor Government delivered the Federal Budget. They propose to impose of a thirty (30) percent minimum tax on discretionary trusts, commencing 1 July 2028. This article addresses the proposed rate and scope and identifies what remains unclear, particularly how and when the tax will be collected based on the…
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Wills & Estates Lawyer
Wills & Estates Lawyer, 2-8 years PAE, potential flexibility for the right candidate, and $ negotiable depending on experience.
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What is a Mutual Will and why have one?
Mutual Wills are a contractual agreement between two people to ensure their children take the estate of the survivor upon death. Learn more about how to protect assets for a particular beneficiary with this method.
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Buy/sell agreements for business succession planning
Buy/Sell Agreements, also referred to as Put and Call Option agreements, provide certainty for a business on the death or disablement of an equity participant. This article explores the various ownership and taxation implications, including insurance trusts, cross ownership, individual ownership, SMSF ownership, group insurance policies, and transfer via will.
Estate planning
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