Set up or amend a unit trust

Set up or amend a unit trust We will set the unit trust up so the entitlements are certain and the amendments do not resettle it. A unit trust is the opposite of a discretionary one. There is no trustee discretion about who benefits: the units fix the entitlements, in proportion, in advance. That is […]

Solution Brief: Unit trusts

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]

Andrew Andreyev chats with Tax Talks about Property Development 101

How would you structure a property development project for tax purposes?  Not that you would ever structure something just for tax. Of course tax is just one factor of many you need to consider. In this episode let’s look at the basics. What types of developers are there and what are their tax needs? Should […]

Andrew Andreyev chats with Tax Talks about asset protection trusts

An asset protection trust (aka equity split) does not give you 100% protection but it helps. In another episode, we already touched on asset protection trusts as the fifth layer of asset protection. In this episode, Andrew Andreyev drills deeper into this. You can listen to our insights here or below. You can read more […]