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We're excited to share that Fortunity has merged with Altus Financial, becoming part of Altus Financial Group. Based on the Central Coast, Fortunity is one of the region's most respected financial advisory businesses, having served the community for more than .....
One question our advisers frequently get asked is “will I benefit from setting up a Trust”?
Trusts, in particular Discretionary Family Trusts, are a popular entity type used by Altus clients. Discretionary Family Trusts are often effective for clients who own shares in trading companies and other positively geared investments.
Some of the benefits of owning assets within a Discretionary Family Trust are:
There are also tax benefits for investing through Discretionary Family Trusts. Trusts share positive tax attributes from other entity types such as the general 50% Capital Gains Tax discount that is available to Individuals and also Small Business Capital Gains Tax relief that is available to Companies.
There are various roles, rules & responsibilities around Trusts that need to be understood if you are considering setting up a Trust. Your Altus adviser can guide and advise you on the appropriateness of a Discretionary Family Trust for your situation.
Set your business on the right path with this simple guide.
Make sure you’re on the right track with this online checklist.
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).
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