
← The Money Puzzle17 sep · 33 min
You can't take it with you...but you should do this
You can't take it with you...but you should do this
If you don't have a Will, that's plain stupid. If you have a Will, you should also consider a Testamentary Discretionary Trust...and if you have done that too, you'd better watch the new Budget reforms because you may have to make changes.
In today's edition, we cover...
Estate planning - The basics for the everyday investor Testamentary Discretionary Trust - They escaped new taxes, check them out Trust reforms - If your family trust is being restructured, it may affect your Will Tackling the 17 per cent tax on inherited super.
Estate planning lawyer, Rachael Rofe,+ joins Associate Editor, James Kirby in this episode.
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