Tag: business advice

You’ve no doubt been bombarded with budget summaries, hot takes, economists, talk back radio, winners and losers lists, headlines and opinions as to whether Jim Chalmers and Anthony Albanese are our saviours or should be voted out at the earliest opportunity. This is the most significant budget for tax planning in many years. The government claims to be targeting intergenerational fairness by shifting the tax burden from workers to capital…  Read more

In a discretionary trust structure, several key roles play distinct and important parts. Understanding the functions and interrelationships of the Appointor, Guardian, along with the Trustee, Directors and Shareholders (or the alternative of an individual trustee) is crucial. Let’s break down each role: Appointor Primary Function: The Appointor is the most powerful figure in a discretionary trust. Their key role is to appoint or remove trustees. Control: Through the power…  Read more