Stay updated with breaking news from Testamentary. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Testamentary trusts can refer to any arrangement set out under a will where the intended beneficiaries are not absolutely and immediately presently entitled, says a specialist SMSF legal expert. Mat ....
Unless there is a power to vary included in the terms of a testamentary trust, the only way to change its terms is by way of a court application warned a legal superannuation expert. Matthew Burgess ....
With the government circling around super with a raft of changes and legislative policy amendments, combined with the latest suggestion that superannuation be ‘ring-fenced’ to pay for aged care, ....
For beneficiaries incurring high personal tax rates, significant savings possible make them an attractive option. Testamentary trusts are trusts established by a will and only come into operation on ....
The Supreme Court of Queensland has dismissed an appeal in a case examining whether the testator had testamentary capacity when making his will. The decision, Campbell v Campbell [2023] QCA 3, handed ....