Terence Dwyer Actually, you can have your cake and eat it too.
It is possible to have an SMSF benefit go tax-free to an SMSF dependant and indirectly fund a testamentary trust.
Mutual wills need not be either inflexible and unenforceable.
Dr Terry Dwyer
www.dwyerlawyers.com.au SMSF wills versus testamentary trust wills – what’s the verdict?
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