Corporate Beneficiary

By incorporating a new corporate beneficiary into a group with a new family trust as shareholder, we were able to increase distribution flexibility and potentially minimise top-up tax in the future.

Asset Protection

To better protect a client’s assets, rather than have a Trustee entity heavy with retained profits, we saw an opportunity to resign the current Trustee and introduce a new $2 company to protect $3.9 million worth of value away from any trading risk.