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Book Appointment - note AEDT (CBR) time

Live & Online Events

Festive season office hours

  • noon Friday 20 December – closed until
  • 9am Monday 6 January 2025 – open for business as usual

7pm AEDT Thurs 9 Jan – Protect your Legacy – FREE online Estate Planning & Wills Q&A with legal expert Grant Abbott & Cass – click here to join or enter Meeting ID 444 609 147 905 Passcode rW7ry6mp

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*all times AEDT (Canberra time)

Estate Planning & Wills

Freedom Financial Solutions is now able to offer full Estate Planning Services including Estate Planning, Tax Advice for Estates, Will drafting, setting up and running Testamentary Trusts and Death Benefit planning advice.

In our opinion, a Will is best drafted with Taxation Planning in mind. Thus it makes sense for you to see us to discuss your Estate needs.

FEES & CHARGES
CONTACT ONE OF OUR ESTATE PLANNING SPECIALISTS

Testamentary Trusts

Anyone who has children (no matter what the age) should ensure that their will contains a Testamentary Trust.

Establishing testamentary trusts in your Will provides your beneficiaries with a large degree of flexibility in dealing with their inheritance. Further, in many cases these trusts will provide significant protection for a family’s wealth.

The benefits of Testamentary Trusts are explained in more detail to the right.

  • They provide major tax advantages which can be used to grow the family wealth by taxing all income at adult rates even if distributed to minor beneficiaries.
  • They provide Capital Gains tax concessions allowing assets to be transferred to the trust without CGT.
  • They provide major Asset protection benefits.
CONTACT US ABOUT YOUR ESTATE PLAN

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The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.