Family Trusts & Asset Protection

Set up structures to protect your hard-earned wealth

A trust allows a person or company to hold an asset for the benefit of others. Trusts commonly hold property, shares, business and business premises for beneficiaries. It is important to have expert advice due to the potential tax consequences which can arise when a trust is misused.

Discretionary trusts, or ‘family trusts’, are commonly used by business owners and assets holders in Australia, to hold a family’s assets and/or business, to facilitate tax planning and to protect the chosen assets for the beneficiaries.

We can facilitate the set up of structures and work with your financial advisor to ensure these structures protect your wealth. We can help you become financially literate in areas that will assist you to create and retain wealth through tax planning, succession planning, and asset protection strategies.

The tax characteristics of a trust encompass income that is earned from business operations and/or investments, including capital gains, which can be shared with the trust’s beneficiaries while paying a lower tax rate.

Find other professionals you can trust

We can also refer you to a professional from our trusted network, who can assist you with:

• Personal risk insurance
• Financial planning and investment advice
• Business insurances
• Estate planning facilitation
• Legal services
• Mortgage broking facilitation

Learn more by meeting one of our experienced Family Trust and Asset Protection Advisors.