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Top 10 Facts on (discretionary) Family Trusts

Download our FREE eBook that outlines the Top 10 Facts on setting up a Family Trusts & discretionary trusts, and Start Protecting the Assets Your Family Owns Now and for the Future!

Learn How to Best Secure Yourself and Your Family’s Financial Future

Do you own a business, property, land or have other investments and would like your funds to stay within the family? Then establishing a Family Trust (discretionary trust) can be the next best step for you in protecting property, managing assets, and ensuring you achieve primary protection for your wealth generation for yourself and your family.

In outlining the Top 10 Facts on Family Trusts, this eBook will summarize everything you need to know, from reasons for setting up a family trust, the benefits of having a family trust, the cost of having a family trust, and more. Secure yourself and your family’s financial future, and Download this FREE eBook Now!

By the end of this eBook, you would have learnt:

  1. What is A Family Trust?
  2. Who benefits from having a Family Trust?
  3. Why would you set up a Family Trust?
  4. Benefits of establishing a Family Trust?
  5. How much does a Family Trust cost to set up?
  6. How do you set up a Family Trust?
  7. Can you Change Your Family Trust?
  8. Where can I set up a Family Trust?
  9. How long does a Family Trust last?
  10. Family Trust and Financial Planners.

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Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

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Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

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Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

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Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

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Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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