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Trust Establishment 4

Why should I establish a Trust?

A Trust is a great investment vehicle as it allows the Trustee to stream/distribute the net income to beneficiaries.

This is great from a tax perspective as you can have the ability to distribute income to lower income earners, with the option of bucket company to cap the tax.

To establish a trust, you will require the following items and their associated costs.  Stamp Duty for Trusts also varies between each state.

From an asset protection perspective, it would be better to have a corporate trustee company instead of individual trustees. This limits the risk of the Trust to the company and provides a layer of protection to the individuals personal assets.