EP 41: All About Family Trusts — Tax Structure Deep Dive episode artwork

EPISODE · Oct 7, 2024 · 26 MIN

EP 41: All About Family Trusts — Tax Structure Deep Dive

from The Winner's Playbook · host Link Wealth Group

Send us Fan MailWelcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more!We're kicking off our Deep Dive series on tax structures and starting with the all-important family trust! Family trusts are not just for the über-rich but they aren't for everyone either. Josh and Steve are pulling apart family trusts, how they work and how they can benefit you. They also unpack the pitfalls and aspects that the ATO are cracking down on.Join Steve and Josh and learn a little more about tax structures and whether there might be a better one suited for you.----Get in touch with Steve:Steve Sloane - Founder & Managing Director (linkwealth.com.au)Get in touch with Josh:Josh Lee - Director & Financial Adviser (linkwealth.com.au)Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviserJosh's TikTok:  https://www.tiktok.com/@joshleefinadvSign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletterOur Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg ----  General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation ----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! We're kicking off our Deep Dive series on tax structures and starting with the all-important family trust! Family trusts are not just for the über-rich but they aren't for everyone either. Josh and Steve are pulling apart family trusts, how they work and how they can benefit you. Th...

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EP 41: All About Family Trusts — Tax Structure Deep Dive

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This episode was published on October 7, 2024.

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Send us Fan MailWelcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more!We're kicking off our Deep Dive series on...

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