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Wills & Estate Planning

Discretionary and Testamentary trusts

Rockliffs can assist you in establishing a testamentary trust.  There are a variety of reasons for people wanting or needing to establish a testamentary trust in their Wills, including for asset protection, tax effectiveness and the protection of vulnerable beneficiaries, and the creation of a separate superannuation proceeds trust.  Please refer to our article below titled "Wills & Asset Protection - Testamentary Trusts", which outlines the reasons for establishing a discretionary or testamentary trust. Rockliffs can also assist in establishing protective trusts for vulnerable beneficiaries or trusts providing income to a beneficiary in a tax effective way.

Available Articles for Discretionary and Testamentary trusts

• What are Testamentary Trusts and Should I Have One?
• CGT Rollover Relief for Testamentary Trusts
• Testamentary Trusts - Now More Advantageous Because of Tax Rate Changes
• Establishing Discretionary or Testamentary Trusts
• Centrelink Concessions
• Special Disability Trusts
• Memorandum on Trust Distributions

Members of staff who practice in Discretionary and Testamentary trusts

• Peter Gell
• Stephen Rockliff
• Michelle Rockliff
• Anthi Balafas
• Nicole Rockliff

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