Can you gift trust assets in your Will? What every farmer and family business owner needs to know
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
Does your Trust Deed get the best tax outcome?
The specific terms of your trust deed can mean you will either save or lose money in income taxes. It is important your deed is up to date and gives the trustee all the powers it needs to optimise the trust’s tax position.
Do your Trust Minutes avoid the ‘tax trap’?
The main thing to remember is that trusts can only ever distribute trust law income, as it is defined in the trust deed.
When do you need to have your trust distributions minutes prepared by??
It’s almost 30 June. Have you done your trust distribution minutes?
What is the best way to hold an investment property?
This is a big question. The answer is going to depend on a range of factors, but there are some general rules you can apply.
How to control a family trust when you die – our free downloadable Guide
Download our comprehensive guide to controlling your family trust.
Take care to make sure your family trust update is effective
Not all Trust Update Services are equal (or in some cases, even necessary…). Before you get your trust deed updated, make sure that it’s necessary and that the changes will achieve what they need to.
How to make sure the wealth in your family trust ends up where you intend
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust assets now, or when I die? Find out here.
Trust Deed Review & Update Service
You can no longer put off giving your Trust Deed a proper tune-up. There are at least four key reasons why you simply must have your Trust Deed reviewed and updated – and brought up to a modern standard.