This package is suitable for people who have one or more of these: assets in their own name or jointly with others, assets held in a family trust, a blended family, self-managed super fund or business in ownership with third parties.
The will with testamentary trusts is suitable for clients who are seeking a long term approach to protecting their assets, tax effectiveness and avoiding disputes upon death. The will can also protect the client’s bequest from creditors of their beneficiaries. The will is useful in circumstances where the client wants to provide for their spouse but are concerned that they may remarry and divert the family assets to the new family.
This package includes:
- Advanced Will with Testamentary Trusts
- Enduring Power of Attorney
- Enduring Power of Guardianship
Our Change Maker Bundle is the perfect starter-pack for For-Purpose dynamos. We slash 15% off the total price (Low-Bono for Pro-Bono) and you make the world a better place.
No one likes to end up in court. But sometimes, there is no alternative.
Over many years, our team of experienced tax litigators have acted both for and against the ATO in the Administrative Appeals Tribunal (AAT) and the Federal Court of Australia.
We can represent you in the AAT or Court at all stages of the litigation process. We can assist you with:
• alternative dispute resolution
• advice on the appropriate forum
• advice on and collation and preparation of evidence
• preparing submissions and legal arguments
• litigation strategy
• briefing and instructing barristers