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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