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Family Trusts – Not Off The Hook Just Yet

The legal structure around family trusts in Australia has just survived a double stress test in the courts where the ATO tried to make changes in the personal use of some assets: The case has now been turned away for a second time on appeal and for now the coast is clear. Is a family trust worth exploring?  Can we assume the legal structure widely used by business owners, farmers, and wealthy investors is now secure?
In today’s episode, we cover: 

  •  Family Trusts – what you need to know 
  • Capital Gains Tax and super
  •  Risk-taking in your own name 
  • Are private credit offerings as good as they seem? 

Will Hamilton of Hamilton Wealth Partners joins Wealth Editor James Kirby in this episode 

Original URL: https://www.theaustralian.com.au/business/economics/family-trusts-not-off-the-hook-just-yet/audio/0bb038f91eec3e875a389f669e016b79