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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:
Reviewing trusts to ensure they comply with financial and trust-related legal requirements Advice for your accountant to make suitable arrangements
for more information or to arrange a consultation.
Phone: (+612) 9553 9166 | James Jordan: +61 419 401 783 | Robert Djundja: +61 416 198 899
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