A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian.
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 dependants or relatives).
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...
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.
