Bucket vs Banker: How the right company structure can supercharge your family wealth strategy
Two strategic tools, the ‘bucket company’ and the ‘banker company’. Both strategies offer high-net-worth families a way to cap tax exposure, preserve capital, and support long-term intergenerational planning.
Should I involve my children in the control of my family trust?
Family trusts are one of the most common structures used by Australian families to hold investments, run businesses, and protect wealth. They are flexible, tax-effective, and – when managed carefully – provide a mechanism for long-term succession...
Trust Distributions Summary – (Trust Distributions Guide Booklet Chapter 6)
Below is Chapter 6 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 3: Making Effective...
Risk Management and Common Traps – (Trust Distributions Guide Chapter 5)
Below is Chapter 5 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 3: Making Effective...