Trust control strategies and distribution deeds
Pass on your wealth Trust control strategies and distribution deeds Protect who controls your family trust after you step back. Your family trust holds significant wealth, but when you step back or pass away, who will control it? Unlike your personal assets, a trust does not pass under your Will. Control depends on who holds […]
Booklet: Controlling a Family Trust When You Die (Chapter 4 – Putting in place a ‘control structure’)
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 […]
Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)
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 […]
Booklet: Controlling a Family Trust When You Die (Chapter 2 – How do you give ‘fixed percentages’ to your children?)
Below is Chapter 2 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place a ‘control structure’ How […]
Booklet: Controlling a Family Trust When You Die (Chapter 1 – Who controls your family trust?)
Below is Chapter 1 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – How do you give ‘fixed percentages’ to your children? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place […]