Vlogs and tips to assist in shaping your financial future.

Advantages of a family trust

(Reading time: 1 - 2 minutes)

Principal adviser and founder Bill Bracey explains good reasons to consider family trust.

What are the advantages of having a family trust?

If you want to protect your assets, plan to reduce tax over a long period of time or transfer assets, then trust could be suitable.

Trust are a complex area and need specialist advice. We can help you decide if it is right for your personal circumstances.


Could a trust be the right path for you?

Book a call with one of our investment specialist to discuss your personal situation, either book a virtual meeting or call us to arrange an appointment on 02 4229 8533.


General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.