About this episode
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
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