Proper Estate Planning ensures that your estate goes to those that you care about.
Every year, Australian taxpayers voluntarily pay the government millions of dollars in ‘death taxes’ such as: Capital Gains Tax, Stamp Duty, Income tax and up to 32% in non-dependency Superannuation tax*
The 3-Generation Testamentary Trust offered by one of AMA Financial Services’ Estate Planning partners, Legal Consolidated Barristers & Solicitors offers additional advantages over a testamentary trust, which include:
;)
3-Generation Testamentary Trust – reduces CGT & stamp duty
Superannuation Testamentary Trust – reduces the 17 per cent or 32 per cent tax on Super going to adult children
Bankruptcy Trusts – if a beneficiary is bankrupt
Divorce Protection Trust – if a child separates, it stops the Family Court taking your money
The Enduring Power of Attorney – Medical Treatment allows you to appoint loved ones*. If you lose mental capacity,then they decide your personal lifestyle, where you live; and medical treatment.
Maintenance Trust – if a beneficiary is under 18 or vulnerable
Enduring Power of Attorney – an Enduring Power of Attorney (POA) is a legal document. It allows you to appoint a person/s to make decisions about your assets. The POA deals with your assets, e.g. real estate and bank accounts.
Enduring Power of Attorney - Medical Treatment – is also a legal document, and while your Enduring POA looks after money, property and wealth, your Enduring Power of Attorney - Medical Treatment deals with your body. Who looks after you, when you can’t?
;){kind=logo}
;)
Special Offer 3 Generation
Testamentary Trust Mutual Wills Couples;)
Special Offer 3 Generation
Testamentary Trust Wills SinglesTo find out more about this special offer or to learn more about our estate planning services call 1800 262 346
Find Out More about AMA Wills & Estate Planning
