Episode Details

For decades, the family trust has been treated as the go-to structure for Australians building serious wealth.

But what happens when the rules that made trusts so attractive begin to change?

Suddenly, the structure many investors have relied on for tax flexibility, capital gains concessions and passing wealth between generations may no longer be the automatic choice. And a much less fashionable alternative could be worth another look.

In this episode, Paul compares family trusts with private investment companies and explores why the best structure for building wealth may not be the one most people expect.

This is not simply a question of which option could save you more tax this year. It is about how you hold, grow and eventually pass on wealth over decades.

In this episode:

• Why the family trust may no longer be the obvious choice for building wealth

• The proposed changes that could upend a strategy Australians have relied on for decades

• The unfashionable investment structure that may be about to make a comeback

• One powerful compounding advantage most investors overlook

• The trap of choosing a structure that is great for building wealth but difficult when you want the money