At Andrew B Thiele & Co, we specialise in creating discretionary and family trusts designed to meet your unique business, investment, and family needs. Collaborating closely with your accountant and advisers, we tailor each trust to work perfectly for your situation.
Why Set Up a Trust Now
Trusts really shine in these key situations:
- As a smart tax minimisation strategy by spreading income across family
- For sharing income fairly with family members in lower tax brackets
- To reduce the risk of creditors claiming your hard-earned assets
- And to keep valuable property safely out of reach from individuals who might make poor choices impacting everyone involved.
Family Trust
One popular type of discretionary trust is the family trust. Here, you appoint a trustee (usually a family member) to hold assets in trust for your chosen beneficiaries. You can pick one person, multiple people, or even a company as trustee. Choosing a company makes things smoother too. It avoids headaches like replacing a trustee after death or bankruptcy.
How We Assist You
Our team takes care of everything you need:
- Drafting custom trusts built around your goals
- Reviewing existing trusts to confirm they meet financial laws and trust rules
- Chatting directly with your accountant to lock in the best setup for you
- Giving clear advice on structuring trusts to cut risks from family law claims or debt recovery.
Keep in Mind
They are not a magic bullet solution and do not necessarily work for everyone so care must be taken to consider your situation. One size does not fit all and our personal attention to your situation will achieve the best result.
Ready to Protect Your Wealth and Family Legacy?
Don’t leave your assets and loved ones’ futures to chance. Contact Andrew B Thiele & Co today to discuss how a discretionary or family trust can provide the protection, flexibility, and peace of mind you deserve.
Schedule your personalised consultation now and take the first step toward securing your financial future.
Ready
If you feel that life has thrown a legal curveball at you or that you just need peace of mind before signing an important document, then we are the people to help you. Contact us today if you are looking for a lawyer in South Australia to give you practical legal advice on Wills, powers of attorney, Advance care directives,conveyancing, probate, discretionary trusts, or criminal law.
