Discretionary Trust

Discretionary Trust vs Family Trust: Which Structure Could Save Your Australian Family More Tax

Choosing between a discretionary trust and a family trust can feel like a choice between two completely different structures. In many cases, however, they are closely connected. The real question is whether your family needs broad distribution flexibility, or whether the potential benefits of making a family trust election outweigh the restrictions [...]

By |2026-09-25T15:58:21+10:00September 14th, 2026|Advisory, Planning, Tax|

How Discretionary Trusts Work in Australia: Protect Assets, Manage Tax and Build Family Wealth

A discretionary trust is often discussed as a flexible way to hold investments, operate a family business and share income among a defined group of beneficiaries. That flexibility can be valuable, but it also creates obligations that need to be managed carefully. The trust deed, trustee decisions, tax rules and the way money is [...]

By |2026-09-25T15:22:39+10:00September 13th, 2026|Advisory, Planning, Small Business, Tax|
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