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Estate Planning and Retirement

Over the years Trusts have been established to be a worthy means of asset protection and estate planning. Generally, a superannuation fund is a vehicle which can protect your assets from creditors' claims. Moreover, there are a specific type of trusts such as family discretionary trusts and testamentary trusts which may have tax saving strategies which beneficiaries can benefit from.

We look at your current position and what you desire to be in the future and when you retire, then we can do a plan with respect to best tax saving strategies to implement such as Transition to Retirement pension and building up your super fund interest.


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