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Family Trusts - Not Off The Hook Just Yet

Family Trusts - Not Off The Hook Just Yet



The legal structure around family trusts in Australia has just survived a double stress test in the courts where the ATO tried to make changes in the personal use of some assets: The case has now been turned away for a second time on appeal and for now the coast is clear. Is a family trust worth exploring?  Can we assume the legal structure widely used by business owners, farmers, and wealthy investors is now secure?
In today's episode, we cover: 

  •  Family Trusts - what you need to know 
  • Capital Gains Tax and super
  •  Risk-taking in your own name 
  • Are private credit offerings as good as they seem? 

Will Hamilton of Hamilton Wealth Partners joins Wealth Editor James Kirby in this episode 

See omnystudio.com/listener for privacy information.


Published on 2 years, 2 months ago






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