23/06/2026
If you've ever heard the term 'testamentary trust' and quietly wondered what it actually means --> this one's for you.
A testamentary trust is a trust that's created by your Will. It only kicks in after you die, and it can do a few really useful things:
→ Provide tax advantages for your beneficiaries
→ Protect assets from things like divorce, bankruptcy or vulnerable beneficiaries
→ Manage how an inheritance is paid out (in stages, for example) rather than handed over in one go
→ Support a beneficiary with disability without affecting their pension or NDIS entitlements
And with Queensland's new Trusts Act in effect and the trust vesting period now stretched to 125 years, there's genuinely more flexibility than there used to be.
This is the kind of estate planning where good advice makes a huge difference. If you'd like to know whether it's worth considering for your situation, send us a message.