Trusts
Jordan Djundja can assist you with structuring your business or investments through discretionary and family trusts.

Trusts can be used: 
  • as a tax minimisation strategy 
  • as a means of providing shared income for family members
  • to minimise the risk of creditors making a claim against your assets
  • and to place valuable assets out of the direct control of individuals at risk of making poor decisions that may affect a number of stakeholders involved
One type of discretionary trust is a family trust.

A trustee (frequently one of the family members) is elected to hold assets in their name for the benefit of a group of beneficiaries.

Although one or more person can be elected as trustee, so to can a company. This is beneficial in terms of avoiding difficulty experienced in situations such as the death of a trustee, or in circumstances where a trustee is declared bankrupt.

Jordan Djundja can assist you with:
  • Drafting trusts
  • Reviewing trusts to ensure they comply with financial and trust-related legal requirements Advice for your accountant to make suitable arrangements
Contact us for more information or to arrange a consultation.
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