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Mary McNeice SMSF and Testamentary Trust setup

My mum was a DFK Brisbane client and when she passed away DFK Everalls in Canberra helped me wind up Mum’s Estate.

They structured her inheritance into a Self Managed Super Fund (SMSF) and Testamentary Trusts – to minimise my tax going forward.

They have been brilliant. I can trust them – and they are reliable.

Mary McNeice
Retiree

This a great example of how two DFK firms worked together to help a client.  Mary’s mum was a DFK Brisbane client and when she passed away we helped Mary wind up her Mum’s Estate and structure her inheritance into an SMSF and Testamentary Trusts to minimise her tax going forward.

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