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Category: Trusts

Have a family trust? You could be affected by a new ATO ruling

March 3, 2022

The Australian Tax Office (ATO) have just released four tax rulings that will stop commonly used trust distributions to family members. It’s one of the most significant developments for the…

How to Set Up a Family Trust

February 3, 2022

Setting up a family trust is a great way to optimise your tax position and share assets and distributions with family members. In saying that, it is important that you…

What is a Hybrid Trust?

December 1, 2021

Most people when they think of trusts think about the terms “trust funds” or “family trusts”. In Australia, there are 3 common types of trusts, these are discretionary, unit and…

What is a Unit Trust?

November 24, 2021

Trusts are a valuable tool that can protect assets and make things more tax efficient. This is especially so of unit trusts here in Australia; however, they can be complex…

What is a Discretionary Trust?

November 17, 2021

Trusts, and in particular Trust Funds, tend to conjure up images of young people driving around in Porsches and having never-ending champagne lunches. And while that may sound like heaven…

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