When Should You Set Up a Trust for Investing
Wondering if a Trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set up a trust for investing.
Whether you’re a doctor, entrepreneur, or just starting to build serious wealth, this episode will help you understand:
✅ What a trust is and how it works
✅ When it’s the right time to set up a family discretionary trust
✅ The difference between trusts, companies and superannuation structures
✅ How trusts can help with tax planning and inheritance
✅ The role of bucket companies and testamentary trusts
✅ Common mistakes and what to watch out for
From tax benefits to estate planning flexibility, we unpack the pros, cons, and real-life use cases to help you make informed decisions.
Perfect for:
– Professionals
– Business owners
– Families planning for the future
– Anyone interested in smarter wealth-building strategies
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
