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The blog for people who want to understand their finances better and feel more in control of their money.
This blog is for educational purposes only and contains general information. It does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances. If you would like advice tailored to your situation, you can book an appointment with one of our financial advisers here.
Are Family Trusts Still Worth It After the Proposed 2028 Tax Changes?
Family trusts have long been a common choice for Australians building wealth. But proposed tax changes could make private investment companies more attractive for families focused on long-term growth, retaining profits and passing wealth to the next generation.