| Term | Definition |
|---|---|
| Testamentary trust | A testamentary trust is established in accordance with a client's Will document. It allows the trustee to manage assets on behalf of the trusts' beneficiaries. While testamentary trusts are a popular estate planning tool, they do come with legal and administrative· costs. |
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Drew Browne is an Authorised Representative and Sapience Corporation Pty Ltd. ABN 29 086 679 718 is a Corporate Authorised Representative of an Australian Financial Services Licensee AFSL, NSW Complete Financial Services Group Pty Ltd ABN: 791 284 037 98 AFSL: 457600. Any information provided is general advice only and we have not considered your personal circumstances. Before making any decision on the basis of this advice you should consider if the advice is appropriate for you based on your particular circumstance. Sapience Financial is a Trauma Informed Organisation (TIO) and affirms the Darlington Statement on Intersex Human Rights Australia.
Sapience Financial acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, waters and community. We pay our respect to them and their cultures, and Elders, past, present and future.
