AMA Financial Services Wills & Estates

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:

Generic placeholder image

3-Generation Testamentary Trust – reduces CGT & stamp duty

Generic placeholder image

Superannuation Testamentary Trust – reduces the 17 per cent or 32 per cent tax on Super going to adult children

Generic placeholder image

Bankruptcy Trusts – if a beneficiary is bankrupt

Generic placeholder image

Divorce Protection Trust – if a child separates, it stops the Family Court taking your money

Generic placeholder image

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.

Generic placeholder image

Maintenance Trust – if a beneficiary is under 18 or vulnerable

Generic placeholder image

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.

Generic placeholder image

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?

Special Offer
3 Generation

Testamentary Trust Mutual Wills Couples
$1990

Special Offer
3 Generation

Testamentary Trust Wills Singles
$1150

To 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

Name
Phone
Email