Family Trusts

A family trust is generally relates to a discretionary that has been set up to either hold a family's assets or conduct a family business. Common reasons for their use include to:


  • assist in protecting your family's combined assets from the liabilities of one or more of the family individuals (for instance, in the event of a family members' personal bankruptcy, any assets held in a family trust would be protected);


  • provide a sure method to pass family assets to future generations; and


  • access favourable taxation treatment by allocating income so that all family members use their annual tax-free threshold.


Aside from the above, a family trust can provide other potential advantages such as avoiding challenges to the Will following a death in the family.  


Our planners can assist in identifying whether a family trust could provide benefit in your situation and assist in its setup, ongoing management and identification and avoidance of any issues. 

Specialist Planners

Schedule a consultation with one of our Family Trust specialist planners. 

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The information of this site is general in nature.  It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

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