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Australian Investors Podcast

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The Advantages of a Family Trust

I think there are limitations to using a trust. You're just delaying the payment of tax, essentially... particularly if you've got corporate beneficiary or redirecting it for a period of time. But having assets into trust can actually have advantages you don't think of. There's some things that people don't realize that can be done with trust in a line. So get financial advice on this because this type of structuring stuff is where financial advisors can add a lot of value. If I live in Sydney, retired owner, modest home, $1 million in assets, small, what does this say? SS?

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