‘I’ve been working with Justin for 18 months now. He is very accommodating of different knowledge levels, and he made my partner and me feel very comfortable. His overall approach has been a really positive one for us because we are planning to enjoy our lives, as opposed to stockpiling money. His ability to relate to us and our needs has been really helpful. It’s been an easy and enjoyable experience.’ John
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Trusts
This information is of a general nature only, and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
Protect What's Important with a Trust Fund
Trusts are a smart way to protect what you’ve built, giving you more control and flexibility over how your assets are managed and shared. At Lifestyle Led Wealth, we make it easy to understand how trusts work and help set them up in a way that best supports you and your family’s needs. Whether you’re thinking about a family trust for tax benefits, safeguarding your assets, or planning for the future, we’re here to help every step of the way. Reach out to our trust fund specialist, Justin, today and let’s chat about how trusts can work for you!
It's Time to Simplify Your Trust Setup
We get it—trusts can seem overwhelming. But they don’t have to be. At Lifestyle Led Wealth, we keep things straightforward.
Justin, our trust specialist, will walk you through everything you need to know about trusts, from how trusts work to the potential benefits for your family with a family trust. We take the time to break down the details so you’re confident in making the right decisions for your future.
With clear advice tailored to your needs, we help you understand how to set up trusts and how they can fit into your overall financial plan. Speak to our trust advisor, Justin, today.
Making Trusts Work for You
Trusts can serve many purposes, and we’re here to help you find the right one for your situation. We provide guidance on a range of trust fund setups, including:
- Family trusts & discretionary trusts
- Testamentary trusts for estate planning
- Unit trusts for investments
We’ll take the time to understand what matters most to you and find the right trust that fits your financial goals and future plans. Speak with us today for reliable trust fund advice and to learn more about how a trust could benefit you!
Contact Our Trust Fund Advisor, Justin, Today!
Trust Fund FAQs
Can a trust help protect my assets?
Absolutely. Trusts can shield your assets from legal claims, creditors, and unforeseen life events. They provide an additional layer of security, keeping your wealth safe and ensuring it goes exactly where you want it to.
Do I need to setup a trust?
Not everyone needs a trust, but if you have complex family or financial situations, diverse investments, or specific wishes for how your assets are handled, a trust might be worth considering. We’ll help you figure out if it makes sense for you.
What is a family trust?
A family trust is a legal arrangement where assets are managed by a trustee on behalf of family members, known as beneficiaries. It’s often used to manage and protect family wealth while providing potential tax benefits. A family trust can help you keep things simple while making sure your family’s financial future is secure and well-managed.
How do trusts help with tax planning?
Trusts can be an effective way to reduce your tax obligations by distributing income to beneficiaries in lower tax brackets. They’re particularly beneficial for families with business interests or a range of investments. At Lifestyle Led Wealth, we’ll walk you through the potential tax advantages and help you decide if a trust is the right option for you.
Why choose Lifestyle Led Wealth for trust advice?
We focus on understanding what’s most important to you, providing tailored advice that fits your unique situation. Whether it’s setting up a family trust, planning for the future, or managing your wealth, we’re here to help make creating a trust and managing a trust simpler.
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Justin is an authorised representative of Infocus Securities Australia and a member of the Association of Financial Advisers.
All information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
justin@lifestyleledwealth.com.au
Level 4, 80 Market St South Melbourne 3205
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Lifestyle Led Wealth Pty Ltd ABN 12 645 643 189 is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 Head Office: Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore | QLD 4558 Phone: 07 5406 5000
