Family Trusts

A Family Trust is generally put in place to provide for the following:

  • Provision for children and/or grandchildren (including future asset protection from
  • creditors or marriage breakdown of children or grandchildren).
  • Provision for beneficiary who is unable to manage his/her/their own affairs.
  • Protection of assets from future capital gain taxes, including potential estate duty.
  • Vehicle for retirement savings.
  • Vehicle for General Investment.
  • Potential for income splitting by using lower marginal tax rates.
  • Protection of assets from creditors.
  • Eligibility for rest home subsidy or other means tested benefits.
  • Protection of assets from marriage breakdown.

 

Family Trusts and the benefits

It is important when establishing Family Trusts that you consider fully all the implications. Trusts are a long term commitment and effectively managed and utilised offer protection for family wealth.

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What our clients say

We have been dealing with the team at DFKOGC since last 10 years and we have always found them to be very professional and supportive to all our accounting needs.They do have full range of professionals available in the team to cater for all the accounting related Services and very responsive to all the client requirements.

Munish Singla

Extremely professional and astute business advisors. Our businesses has benefitted and elevated to new horizons with DFK OGC by our side. Even when going gets challenging, they are open to seek subject matter experts. Anit Patel and his entire team are great highly recommended.

Sanjai Bagia

We have found DFK OGC’s approach to everything from services provided to how they build relationships one that had worked well for them. We’ve found them to be down to earth, obviously knowledgeable about what they do and approachable as well. They always welcome the phone.

Any time I need them – any of the partners – they’re there to pick up the phone.
And they provide that service after hours as well, which is just great.

Dipak Bagia – CEO Petrochem Group

It’s not so big that you feel like just another number, but it’s also big enough that they can cover everything I need.  I feel comfortable with the fact that as my business grows, DFK OGC will be able to handle the demands that come with it.

Lee Chang Woo

DFK have supported us for many years and the service has been great across various partners.

MAHA Australia & New Zealand

Very efficient and has a personal touch. If you have questions, they respond in a timely manner and even visits you to explain things face to face.

Marlo Camacho