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Mary McNeice SMSF and Testamentary Trust setup

Personal, SMSF & Estate Planning Client

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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