Family Trust

Learn what a Family Trust is, the tax benefits of setting up a Family Trust in Australia and more.

The Additional General Beneficiaries are Beneficiaries who don’t fall within any of the categories as defined by “General Beneficiaries”. These could be a neighbour or a close friend.

Our order form invites you to nominate “Additional General Beneficiaries” if you choose. Individuals or entities named as Additional General Beneficiaries are Beneficiaries of the trust but do not benefit from the lineal or lateral provisions that the Nominated Beneficiaries enjoy. I.e. the Trustee has no discretion to distribute income or capital to related individuals or entities related to the “Additional General Beneficiaries”.

A Charity can be an Additional General Beneficiary.

Family Trust

Learn more Get started

Patricia Holdings Family Trust
Patricia Holdings need more help

Can't find what you're looking for?

Chat now with an expert using our online chat if we're online,
give us a call or leave us a message and we'll get back to you.