With an intense focus on education and strategy development, the SMART team understand the importance of constructing a great balance
between knowledge and practice. The entire team has a burning need to understand “Why?” This desire allows us to take your goals and really
understand what drives them, and how we can best use our expertise and experience to safeguard your retirement, generate financial success
or meet your goals, whatever they may be.
ASSET PROTECTION
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PERSONAL INSURANCE
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BUSINESS INSURANCE
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SELF MANAGED SUPER
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WILLS & EPOA
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A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.
There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.
