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Solution Brief: Testamentary Trust Options

by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), Solution Brief

Testamentary Trusts come in all shapes and sizes. From the very simple, to the super sophisticated. We discuss some of the more common options you may wish to consider for your Testamentary Trusts below. Beneficiary or ‘independent’ Trustees The ‘Trustee’ is the...

Solution Brief: Choosing your Executors and Trustees

by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief

This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and...

Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?

by Ico Ho | 6 - 287, 6 - Build and protect your wealth (including trusts), Solution Brief

We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund. In our view, the short...