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The Professional Trustee Team

Media say Yes to Family Trusts


Hello Everyone   I'm feeling pretty pleased that the Media is picking up the idea that having a Family Trust isn't just a nice "extra' in life but is going to become an "essential".  Have a look at this link and you will see the interview I recently gave.

Remember the motto, if you don't own something it can't be taken from you.  In other words, if you don't own the house, it can't be taken into account for means testing purposes which I think is very likely when looking at future superannuation payouts.  The latest Budget and the tax changes being implements all lead me to this view.  The solution of course is to get smart and come to our next GRA seminar on 23 February (click here) where I'll canvass some of the views I have.  Looking forward to seeing you there.


The Professional Trustee Team
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The Professional Trustee Team
© Gilligan Rowe & Associates LP

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Disclaimer: This article is intended to provide only a summary of the issues associated with the topics covered. It does not purport to be comprehensive nor to provide specific advice. No person should act in reliance on any statement contained within this article without first obtaining specific professional advice. If you require any further information or advice on any matter covered within this article, please contact the author.
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