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Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)

Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)

by Ico Ho | 6 - Build and protect your wealth (including trusts), Booklets, Resources

Below is Chapter 3 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 2 – How do you give ‘fixed...
Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)

Booklet: Controlling a Family Trust When You Die (Chapter 2 – How do you give ‘fixed percentages’ to your children?)

by Ico Ho | 6 - Build and protect your wealth (including trusts), Booklets, Resources

Below is Chapter 2 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 3 – Distributing assets from the trust on your...
Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)

Booklet: Controlling a Family Trust When You Die (Chapter 1 – Who controls your family trust?)

by Ico Ho | 6 - Build and protect your wealth (including trusts), Booklets, Resources

Below is Chapter 1 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – How do you give ‘fixed percentages’ to your children? Chapter 3 –...
Trust Issues | Why does the Governing Law of a Trust Matter?

Trust Issues | Why does the Governing Law of a Trust Matter?

by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts)

The governing law of a trust determines which State or Territory laws apply to the trust and which courts have the jurisdiction to hear a dispute.  Therefore, a trustee must know which laws govern the trust to perform their role properly. The governing law of a trust...
​​Why jurisdiction matters when it comes to trusts​

​​Why jurisdiction matters when it comes to trusts​

by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - 369, 6 - Build and protect your wealth (including trusts)

​​Trusts may be ubiquitous in the Australian business landscape, but they are not simple structures to administer. If you have a trust, or are establishing a trust, one aspect you need to consider is the ‘governing law’ or the jurisdiction of the trust. Let us tell you why…​

Solution Brief: Unit trusts

Solution Brief: Unit trusts

by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief

A ‘unit trust’ is a commonly used structure for ‘pooling money’ and holding investment assets, particularly property. They are sometimes used for carrying on a small business, but this is less common. What is a unit trust? A ‘trust’ is a legal relationship between at...
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