Trusts give you flexibility, but there are rules.

One of the biggest advantages of a trust is the ability to distribute income and capital gains to different beneficiaries each year. But it is not as simple as deciding after the fact, there are strict rules and resolutions that need to be done properly before year end.

In this episode, Billy and Adam explain how trust distributions actually work, where people get it wrong and why getting the timing and documentation right is critical.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0Jt-C0
🎧 Listen now: https://ap1.hubs.ly/y0JtM90

#thewinnersplaybook #trusts #taxplanning #financialplanning #wealthbuilding #australia

Видео Trusts give you flexibility, but there are rules. канала Link Wealth