If you don't have a Will, that's plain stupid. If you have a Will, you should also consider a Testamentary Discretionary Trust...and if you have done that too, you'd better watch the new Budget reforms because you may have to make changes.

In today's edition, we cover...

  • Estate planning - The basics for the everyday investor
  • Testamentary Discretionary Trust - They escaped new taxes, check them out
  • Trust reforms - If your family trust is being restructured, it may affect your Will
  • Tackling the 17 per cent tax on inherited super.


Estate planning lawyer, Rachael Rofe,+ joins Associate Editor, James Kirby in this episode.

See omnystudio.com/listener for privacy information.

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