Pursue investment options with greater flexibility using a discretionary trust

As young professionals grow their portfolio of assets, it can become beneficial to start investing without using a personal name. By establishing a discretionary trust, you can make purchases and investments through the trust. In this type of trust, the trustee can use discretion in how to distribute funds to the beneficiaries.

Use a discretionary trust to build your assets

Discretionary trusts are powerful vehicles, which operate to:

  • 1Protect assets from creditors, bankruptcy, and other claims
  • 2Afford tax benefits and flexibility to distribute income to beneficiaries in lower tax thresholds
  • 3Provide control and flexibility to distribute income and capital
  • 4Pass assets onto future generations in a tax-effective way as part of your estate

We use our expert knowledge to establish the trust as a powerful tool for asset protection, including, where necessary, claims from the matrimonial court.

Recognised for legal excellence

Book your 30 minute online consultation now

Our Locations

Where to visit us

Sunshine Coast Office