Live & Online Events

6:30pm AEDT Thurs 21 Nov – FREE online Q&A with Cass – click here to join or enter Meeting ID 421 928 057 814 Passcode oXKb2z

Sat 7 Dec‘Ideas for Uncertain Financial Times’ seminar with Cass, Mt Gambier, South Australia (more details coming soon)

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.

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.