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Family Trusts
trust funds
investment structure

Labor trust plan will drive use of companies

Joanna Mather, Sally Patten, Chris Morcom
Hewison Private Wealth
1 Aug 2017

In The Australian Financial Review (01.08.17, page 4): Labor’s plans to tax distributions from family trusts will force savers to re-think their investment structures and encourage greater use of investment companies, tax experts say.

Financial advisor and Hewison Director, Chris Morcom, argues that “for the majority of people, trusts will still make sense.”

See Australian Financial Review, 1 August 2017 (page 4). Or if you’re a subscriber to the Financial Review – click here to read.

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Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.