If you’re seeking a property investment option to include in your Self-Managed Super Fund with the opportunity to provide competitive returns and diversification, but are not looking to own real estate directly, an Australian-based mortgage trust may be an option for you.
Most of Australia’s office markets are in good shape with the average vacancy rate sitting at 9.8%, although this is inflated by the high vacancy rates in Perth CBD and West Perth – both markets are still feeling the effects of the mining downturn.
Five variations to a testamentary trust for you to consider
Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).
Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.
Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.