Investing in Family Trusts | Hewison

Investing in Family Trusts

 Investors often look to structure the investment ownership in a manner that would result in the lowest amount of tax payable. For example, if you are a member of a couple one way to do this is to invest in the individual's name who is on the lowest tax bracket. Another way to do this is to invest in what is known as a family trust. 

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.au

Please 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.