Family Trusts
eBook - PDF

Family Trusts

A Plain-English Guide for Australian Families

  1. 275 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF

Family Trusts

A Plain-English Guide for Australian Families

About this book

Discover clear and practical steps to confidently establish and manage a family trust

Family trusts can be a game-changer for protecting your assets, managing your wealth and securing your family's financial future—but they're often misunderstood. Family Trusts: A Plain-English Guide for Australian Families cuts through the complexity, simplifies legal and financial processes, and offers clear explanations and advice that you can really use.

This book will help you decide if a family trust is right for you, then provide simple steps that enable you to make informed decisions and confidently engage with advisers. Fully updated to reflect current laws and legislation, this sixth edition is essential for navigating the modern finance and taxation landscape.

Inside, you'll discover how to:

  • Evaluate trusts: Weigh the advantages and disadvantages to determine if a trust is right for you—and identify alternative strategies
  • Navigate tax and social security: Understand tax obligations, capital gains and how trusts impact benefits
  • Protect your assets: Help safeguard against creditors and bankruptcy using strategic trust structures
  • Tailor your trust: Explore discretionary trusts, unitised trusts and philanthropic uses, with the help of practical case studies


This expertly written guide includes updates on trustee qualifications, hybrid trusts, non-resident beneficiaries, and key legislative changes. It is a must-have resource for anyone looking to preserve their family's prosperity for generations to come.

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Information

Publisher
Wiley
Year
2025
Print ISBN
9781394338009
eBook ISBN
9781394338023
Edition
6
Topic
Personal Development
Subtopic
Personal Finance

Table of contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Contents
  5. About the authors
  6. Preface
  7. Chapter 1 The concept of a trust
  8. Chapter 2 Modern family trusts — advantages and disadvantages
  9. Chapter 3 Types of family trusts
  10. Chapter 4 The trustee
  11. Chapter 5 Administrative aspects of a trust
  12. Chapter 6 Income tax as it relates to trusts and trust distributions
  13. Chapter 7 Capital gains tax
  14. Chapter 8 Taxation of family trusts
  15. Chapter 9 The family discretionary trust
  16. Chapter 10 Trust accounting
  17. Chapter 11 Social security
  18. Chapter 12 Investment decisions
  19. Chapter 13 Other types of trusts
  20. Chapter 14 Other issues to consider
  21. Appendix A: Wills and trusts compared and contrasted
  22. Appendix B: Differences between trust deeds and powers of attorney
  23. Appendix C: Tax rates 2024–25
  24. Glossary
  25. Index
  26. EULA

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Yes, you can access Family Trusts by N. E. Renton,R. A. Caldwell in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over 1.5 million books available in our catalogue for you to explore.