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Family Trusts - Not Off The Hook Just Yet

EPISODE · Oct 19, 2023 · 26 MIN

Family Trusts - Not Off The Hook Just Yet

from The Money Puzzle · host The Australian

The legal structure around family trusts in Australia has just survived a double stress test in the courts where the ATO tried to make changes in the personal use of some assets: The case has now been turned away for a second time on appeal and for now the coast is clear. Is a family trust worth exploring?  Can we assume the legal structure widely used by business owners, farmers, and wealthy investors is now secure?In today's episode, we cover:   Family Trusts - what you need to know  Capital Gains Tax and super  Risk-taking in your own name  Are private credit offerings as good as they seem?  Will Hamilton of Hamilton Wealth Partners joins Wealth Editor James Kirby in this episode See omnystudio.com/listener for privacy information.

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Family Trusts - Not Off The Hook Just Yet

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