Superannuation and estate planning is a complex enough topic - but when you throw testamentary trusts into the mix, things can get confusing fast!

In this episode, I cut through the confusion and explain what a Super Proceeds Trust actually is, how it works, and when to use one to help your clients have their cake and eat it too.

We’ll cover:

This episode will help it all make sense — and give you practical takeaways you can use straight away.

You’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle that offer once in a life-time tax benefits.

But sometimes? They’re just plain over the top.

In this episode, I’m flipping the usual script and talking about when a testamentary trust might not deliver on its promise.

While testamentary trusts are one of my favourite tools, great estate planning isn’t about adding more for the sake of it; it's about truly understanding the benefits we can deliver to testators and beneficiaries.

The Youtube video mentioned in this episode can be viewed here.

Getting excited about your well-earned Christmas break?

There's just one more thing I need you to add to your end of year checklist... the final piece of the puzzle that every law firm owner needs to have sorted - especially if you’re the sole director of an incorporated legal practice (ILP).

Because here’s the catch:

In this episode, I explain why this gap in your risk management could become a disaster if something unexpected happens, and how an Entity Power of Attorney can fix it.

We’ll cover:

Ready to get it sorted? Our Entity Power of Attorney precedent has everything you need.

When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed?

In this episode, I unpack the considerations behind this decision, because while there’s no one-size-fits-all answer, getting the timing right can make a big difference to the tax outcomes and asset protection for families.

Many Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe — but in reality, it’s often a missed opportunity.

In this episode, I unpack why settling for a minor’s trust can mean your clients (and their families) lose out on major tax, control, and protection benefits that a testamentary discretionary trust could have delivered.

If your clients are still opting for the “basic” will option, this episode will help you explain why a testamentary discretionary trust is often the smarter, safer choice.

Sometimes we’re so busy diving into the technical weeds of estate planning that we forget to zoom out and make sure the basics are crystal clear.

So in this episode, we’re going back to square one: What exactly is a trust?

I cover Trusts 101: no jargon, no eye rolls, just the core principles every estate planning lawyer (and their clients) needs to understand.

When you send clients their draft testamentary trust wills, do you include a written will summary?

Many lawyers do, but here’s the problem: clients don’t need more dense documents to wade through.

In this episode, I make the case for ditching the traditional written summary and rethinking how we empower clients to understand their wills.

Because the goal isn’t more paper. The goal is confidence, clarity, and clients who genuinely understand the estate plan you’ve crafted for them.

When was the last time you audited your testamentary trust precedent?

In this episode, I step through the ultimate checklist of what every testamentary trust precedent should include, so you can audit your existing precedent to see if it’s outdated or incomplete, or evaluate any new precedents you’re considering investing in.

Whether you’ve been relying on the same precedent for years, or you’re shopping around for a new set, this episode will help you make confident, informed decisions about the tools you’re using in your firm.

And because we like to make your life easier, I’ve packaged up the checklist into a handy free download you can grab here.

If you’ve ever wondered “is my precedent good enough?” — this is the episode (and the resource) you need.

In this special episode we'll hear from our guest speaker and financial adviser, William Johns, about:

In this episode I discuss the recent Queensland Court of Appeal case Staley v Hill Family Holdings Pty Ltd [2025] QCA 95, which considered the question of whether the trustee can vary a trust deed to change the appointor role, or if the variation is void because it undermines the supremacy of the appointor role and destroys the substratum of the trust. This is a must-listen for any lawyer who prepares deeds of variation or trust succession documents for discretionary trusts and testamentary discretionary trusts.

The cases discussed in this episode are: