Estate Planning & Wills
Freedom Financial Solutions is proud to offer a complete, SAPEPAA-accredited Estate Planning service — combining financial, legal and tax expertise in one place.
Our services include Will drafting, Testamentary and Family Protection Trusts, Death Benefit planning, and Tax Advice for Estates. Read more about trusts here.
We also provide Board of Guardian services for families who need independent oversight and protection of their estate, superannuation, or trust structures.
We believe a Will should never stand alone — it should be drafted with tax planning, control and protection in mind. By integrating accounting and legal strategy, we help ensure your estate is efficient, compliant and built to last for generations.
As SAPEPAA-accredited advisers, we specialise in helping families build, protect and pass on their wealth with confidence.
If you’d like to review or update your estate plan, book a confidential consultation with our team today.
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.
Want to Know More?
- reading our Frequently Asked Questions,
- watching our video overviews here, and
- downloading our book When Death Comes – The Ultimate Guide to Navigating Death, Loss and Legacy. A Guardian-led Road Map for Families.
A SAPEPAA Publication
This book is built on the SAPEPAA framework — Australia’s only professional association dedicated to Succession, Asset Protection and Estate Planning. Their mission is simple and powerful: To protect family wealth for bloodline beneficiaries for generations to come.
Cass Smith and Mary-Jane Liddicoat are SAPEPAA-accredited advisers, trained to ensure families are protected not only today — but long into the future.