Using Trusts

Manage your wealth and protect your family.
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Trust Strategies

Managing wealth and protecting assets

Trust strategies can be useful to protect your assets and can also help with the movement of wealth from one generation to the next.

A trust is a structure used as part of a tax planning strategy to give tax efficiencies and asset protection. This asset-protection strategy is used by many wealthy individuals.

A trust does not have any true owners but has an appointed controlling trustee.
Any asset owned by the trust cannot be taken from you as you are not the legal owner. Therefore any assets in the trust can’t be taken by creditors. However as the beneficiary you are still entitled to the assets and any income derived from the trusts holdings.

At Leenane Templeton we help look at the best trust strategy and type for your circumstances. We help with:

Discretionary Trusts
Unit Trusts

How we can help you

We help recommend trusts that align well with your taxation strategy. Good trust strategies ensures your hard earned wealth is protected and efficiently distributed.

You can count on our highly skilled professionals to carefully advise you on trusts according to your specific goals which may include;

Protect assets
Increase tax efficiencies
Establishing a legacy so that your loved ones can benefit
Keeping your current lifestyle
Planning for unexpected health, business and personal risks

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Financial Planning Licence

Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

Call Leenane Templeton today and speak with our financial advisors on 02 4926 2300.