The Gifting Strategy is an arrangement that allows an individual to protect their assets from risk and liabilities that may befall them personally.  It involves the person making a gift of an amount reflecting the value of their equity in the assets to be protected to a lower risk entity that they also control (typically a discretionary trust). 

A family trust is an agreement where a person or a company agrees to hold assets for others’ benefit. It is often set up by families to own assets. A family trust is also known as a discretionary trust. Unlike a company, a trust is not a separate legal entity. Our Trust Deed terms cover all areas and is regularly updated for compliance.

More often than not we have to update our clients structures to cover off on survivorship provisions within their Company. This is a common problem for clients who have bought these structures online or received advice that has not covered off on survivorship provisions at all in these high asset holding and total income earning structures.

More often than not we have to update our clients structures to cover off on survivorship provisions within their Family Trust and Trustees. This is a common problem for clients who have bought these structures online or received advice that has not covered off on survivorship provisions at all in these high asset holding and total income earning structures.