Shaun Farrugia (Optimised’s founder), recently sat down with Paul Benson from Financial Autonomy (who is also our resident Financial Planner).

They talked about all things Trusts, including:

  • The dummies guide to what exactly a Trust is
  • How it can work as a funnel and the tax flexibility that it allows
  • The two types of people that generally use Trust structures
  • What are franking credits
  • Three case studies of how Shaun’s clients are using Trusts for tax flexibility.

Have a listed to the podcast here, and please let us know what you think!