REFINED WEALTH

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Don't get caught out, Get a trust

TRUSTS

Many people leave themselves exposed in business because they fear the complexities of Trusts and Estates. Refined Wealth will alleviate many of the misconceptions about protective structures and can advise on a range of trusts.

We are ready to assist you

OUR CLIENTS INCLUDE

  • Individuals
  • Sole Traders
  • Partnerships
  • Trusts
  • Companies
  • Superannuation Funds (SMSF)

What’s The Right Choice In Trust For You

Discretionary Trusts (Family Trusts)

Where the trustee decides, which beneficiaries should receive income or capital distribution from the trust and to what extent.

Unit Trusts

Nominate beneficiaries who would like to hold units in a trust to receive a set proportion of the income or capital distribution from the trust, much like a company.

Hybrid & Property Trusts

Protect your assets while providing access to many effective wealth acceleration and estate planning strategies.

Testamentary Trust

As part of your Will, a testamentary trust can assist in safe­guarding all or a portion of your estate.

CONTACT YOUR DEDICATED TEAM

TIME TO MANAGE YOUR FINANCIAL AFFAIRS?

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