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Family Trusts: A Plain-English Guide for Australian Families
Discover clear and practical steps to confidently establish and manage a family trust
Family trusts can be a game-changer for protecting your assets, managing your wealth and securing your family's financial future—but they're often misunderstood. Family A Plain-English Guide for Australian Families cuts through the complexity, simplifies legal and financial processes, and offers clear explanations and advice that you can really use.
This book will help you decide if a family trust is right for you, then provide simple steps that enable you to make informed decisions and confidently engage with advisers. Fully updated to reflect current laws and legislation, this sixth edition is essential for navigating the modern finance and taxation landscape.
Inside, you'll discover how
Evaluate Weigh the advantages and disadvantages to determine if a trust is right for you—and identify alternative strategies Navigate tax and social Understand tax obligations, capital gains and how trusts impact benefits Protect your Help safeguard against creditors and bankruptcy using strategic trust structures Tailor your Explore discretionary trusts, unitised trusts and philanthropic uses, with the help of practical case studies
This expertly written guide includes updates on trustee qualifications, hybrid trusts, non-resident beneficiaries, and key legislative changes. It is a must-have resource for anyone looking to preserve their family's prosperity for generations to come.
Family trusts can be a game-changer for protecting your assets, managing your wealth and securing your family's financial future—but they're often misunderstood. Family A Plain-English Guide for Australian Families cuts through the complexity, simplifies legal and financial processes, and offers clear explanations and advice that you can really use.
This book will help you decide if a family trust is right for you, then provide simple steps that enable you to make informed decisions and confidently engage with advisers. Fully updated to reflect current laws and legislation, this sixth edition is essential for navigating the modern finance and taxation landscape.
Inside, you'll discover how
Evaluate Weigh the advantages and disadvantages to determine if a trust is right for you—and identify alternative strategies Navigate tax and social Understand tax obligations, capital gains and how trusts impact benefits Protect your Help safeguard against creditors and bankruptcy using strategic trust structures Tailor your Explore discretionary trusts, unitised trusts and philanthropic uses, with the help of practical case studies
This expertly written guide includes updates on trustee qualifications, hybrid trusts, non-resident beneficiaries, and key legislative changes. It is a must-have resource for anyone looking to preserve their family's prosperity for generations to come.
272 pages, Paperback
Published August 4, 2025
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May 11, 2026
Edit: this books is now a nice stack of waste paper after the latest Budget lol
Exactly what I was after as a layperson just wanting to understand the basics.
Exactly what I was after as a layperson just wanting to understand the basics.
Displaying 1 - 1 of 1 review