Family Trusts

A family trust structure can help you to take advantage of tax planning opportunities that arise when trust members are on different tax rates. This can be a beneficial arrangement for:


  • High income earners and those seeking to take advantage of the internal borrowing arrangements that can be established via a trust structure;
  • Families with estate planning concerns, where a trust would allow the transference of of wealth to other members with minimal tax consequences;
  • Those seeking to more tax-effectively manage the distribution of income and capital gains tax from investment assets; and
  • Families looking to pool their assets in order to strengthen their individual positions and make joint financial decisions.


Operating a trust structure can be a time-consuming exercise, full of complexity and legality, so obtaining professional advice can be employed to help navigate the waters and ensure that your investment plans are enacted smoothly and with the greatest possible chance of achieving your goals.