Testamentary discretionary trusts

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A testamentary discretionary trust is a trust that is created within your Will and does not take effect until after you die.

Incorporating a testamentary discretionary trust in your Will provides significant flexibility, tax minimisation and asset protection for those who will benefit from your estate. Asset protection becomes particularly important for your beneficiaries who are (or may later become) at‑risk and/or vulnerable.

How we can help you

For more information about including a testamentary discretionary trust in your Will, please speak to your adviser or call us on 1800 882 218.

Providing estate and trustee services for more than 140 years.