Preferred office location:
Please select your nearest office location so we can show you the most relevant information.
Your preferred office location

For years, testamentary trusts have been one of the most effective and flexible estate-planning tools available to Australian families. They have offered tax efficiency, asset protection, and control over how wealth passes between generations. But a recent shift in thinking from the Australian Taxation Office has prompted a growing concern among advisers: are testamentary trusts quietly losing one of their most valuable tax advantages?

Many people assume their estate planning is straightforward – a home, a few savings, maybe some super in a superannuation fund – and that everything can simply pass to your spouse or children.
Please select your nearest office location so we can show you the most relevant information.