It’s pretty common to hold assets in a family trust. We do this to protect the assets and to minimise our taxes. That’s all well and good until it comes to estate planning. If you have a family trust then you need to give some very careful thought about how you are going to pass the trust (and its assets) to the next generation.
Download our comprehensive guide to controlling your family trust when you die here
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Speak to a lawyerBuying property with family or friends is becoming increasingly common in today’s market. It’s an exciting achievement, but without the right legal framework co-owning property can
If you’re running a family business or managing family wealth through a trust, chances are your accountant has recommended that you “make a Family Trust Election”
We’re hearing this question from many of our clients since the Federal Budget announcement on 12 May 2026 introduced proposed changes to how family trusts (also
