
Family trusts are powerful tools, but they require constant care to flourish. Is your structure optimized for the current tax year?
Join Mia and Leo as they break down the critical strategies for managing your family trust in a high-scrutiny environment. We explore the valid reasons for removing beneficiaries (including foreign owner surcharges) and how to avoid the expensive trap of "trust resettlement."
Key topics include:
Section 100A Compliance: ensuring your distributions are genuine.
The "Bucket Company" Trap: How to manage UPEs correctly in 2025.
Asset Protection: When and why to remove beneficiaries from your deed.
Secure your family's financial future with practical advice from Aevum Accounting.