How should I hold my life insurance?
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think.
Education Testamentary Trusts
An Education Testamentary Trust can be set up through your Will to fund all or part of the cost of primary, secondary and/or tertiary education for your children or grandchildren (or other dependents or relatives). An Education Testmanetary Trust may also be a very tax-effective way to achieve this outcome.
How to make sure the wealth in your family trust ends up where you intend
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust assets now, or when I die? Find out here.