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Why you should upgrade
to a smarter Last Will & Testament
Hi *name*,
I wanted to get in touch because we’ve been noticing that more and more Australian’s are considering Wills with Testamentary Trusts, and for good reason. With a Testamentary Trust you could reduce the taxes on your estate by $155,000 or even more. To find out how, download our FREE guide:
If you’ve recently become the owner of property, shares or other assets, you should consider upgrading to a more sophisticated Will that properly protects your assets and reduces unnecessary tax.
Your Home Becomes An Investment Property – Case Study
Jane’s only major asset is her 2-bedroom apartment worth $800,000. Jane leaves everything to her only child, Mary. Mary has a job paying $120,000 p.a. and 2 children who are still in school. Mary rents a 3-bedroom townhouse and can’t yet afford to buy her own home. Once Jane passes away, Mary rents out Jane’s old apartment as an investment property, earning $40,000 p.a. in rental income. Mary holds the apartment for 10 years and then sells it for $1M, making a $200,000 capital gain.
TOTAL TAX SAVED = $156,650
* * * *
With a Smarter Will, Mary ‘streams’ the additional $40,000 p.a. in rental income equally between her 2 children to take advantage of their lower tax rates, saving $14,116 in tax per year, every year. In the final year, Mary can similarly ‘stream’ the additional $140,000 income (ie, $40,000 rent + $100,000 capital gain after the 50% CGT discount) equally between the kids, saving $29,606 in unnecessary tax.
Download the free guide for more detail.
This is only possible with a special type of trust called a “testamentary discretionary trust” that can only be created under a Will. These trust structures also help to protect your hard-earned assets from creditors and predators. We are equipped to provide this higher level of service.
Already have a Will? Chances are you need an upgrade, so contact us now for a free review of your current Will.
IMPORTANT: smarter estate planning in NOT just for the wealthy, as the above case study shows. You’ve worked all your life to build what you have – don’t waste tens of thousands of dollars in unnecessary tax, and expose your hard-earned assets to risk, for the sake of a few hundred dollars now.
Download the free guide and contact us to discover how upgrading to a Smarter Will can add tens of thousands of dollars to the value of your estate.