Launch of the SMSF Testamentary Trust: An All-in-One Solution

In this webinar Grant Abbott from Abbott & Mourly Lawyers and LightYear Docs will be looking at how accountants, financial planners, SAPEPAA and SMSF Advisers can offer SMSF Wills - an advanced BDBN with an in-built testamentary trust. But this is no ordinary testamentary trust as it is covered by special purpose tax provisions - separate from standard Will based TTs that provide all the benefits of a TT including adult tax rates for minors.

Here are the key benefits of a SMSF Testamentary Trust:

• Control Over Assets: A SMSF testamentary trust allows the testator (the person making the will) to exert control over how their super assets are used and distributed after their death.

• Protection of SMSF Dependants: SMSF Testamentary trusts can protect beneficiaries who are minors, have disabilities, or may not be able to manage their own finances effectively.

• Protection from Creditors and Legal Claims: Assets held within…