Estate Tax Planning

This includes:
  • The use of testamentary trusts for income splitting purposes
  • The use of superannuation to create tax free pensions
  • Taxation of superannuation benefits
  • Testamentary gifts to tax advantaged entities
  • Advice about non- resident estate assets and non-resident beneficiaries
  • Life estates – capital and income

News Announcements

University Estate Planning Qualification Obtained
Robert has successfully completed the Estate Plann..

Roles, responsibilities and duties of trustees
The roles, responsibilities and duties of trust..

Discretionary Testamentary Trusts
The deceased’s last will and testament c..

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