Recent content by mikej

At the same time, the option could be to purchase assets later in the trust and not transfer existing assets.

I appreciate there's obviously many variables to this type of situation but with the amounts I'm looking to invest over say 10-15 years, would a disc. trust be worthwhile for shares & managed funds? My concern is transferring from personal to trust later would have issues.

I should mention that of the investments I'm looking at, Aussie property is currently my last priority. But if I was to buy the states would be Qld & SA. If I'm not buying Aussie property, would a trust be beneficial still?

I want to start investing and want to make sure I have the best structure. I've heard that a family trust is really only worth the hassle if you are expecting a >$10k ROI p.a Basically my situation is: wife & 2 kids under 18. Wife payg $30kish & me payg + s/e sole trader $50-70k (day job +...