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Hi, this is correct. Individuals may be eligible for a 50% capital gains tax discount on the sale long-term assets but companies are not eligible for the same discount. A trust that makes a capital gain will distribute that to either an individual or a company or another trust to do the...

Hi, for long term residential property, I would agree. For commercial property and short term developments and intergenerational investments, a company should be explored as a potential structure. Using the same trustee for multiple trusts may defeat the purpose and one property per...

Hi, yes, sounds like overkill. How much property do you honestly expect to own and what risk do you see yourself being subject to? No, transferring a property out of your name into another entity will incur both stamp duty and capital gains tax based on market value at time of transfer. So...

A discretionary trust has very good asset protection, so long as the directors of the trustee are not fraudulent or negligent in their role of same. Unit and hybrid trusts, much less so. That's part of the trade-off. And yes, legal advice should always be sought when establishing legal...