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  1. Terry_w

    Family trust overkill?

    A person will use multiple structures over a lifetime so don't think you need just 1 'structure' and that this will be it for the rest of the life. Need to tie in various strategies as well.
  2. Terry_w

    Family trust overkill?

    Yes thinking long term it could be worthwhile, but i have seen many a person set up trusts and then do nothing with them. Transferring assets later results in duty, CGT and asset protection issues
  3. Terry_w

    Family trust overkill?

    Yes it could be beneficial to set up a discretionary trust to own shares and managed funds etc. Many issues need to consider though.
  4. Terry_w

    Family trust overkill?

    This poll is not really meaningful. There are multiple ways to structure a joint purchase for example. JT or TIC. If TIC equal or unequal shares etc etc. There are 4 broad types of discretionary trusts too, multiple ways to structure a trust set up etc. Single ownership is not covered...
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