Trust control strategies and distribution deeds

Trust control strategies and distribution deeds We settle who controls the family trust after you, in documents your Will cannot reach. Most of what you have built probably sits in the family trust rather than in your own name, and that is the part your will does not touch. A trust does not pass under […]
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 […]