Shaun Farrugia (Optimised’s founder), recently sat down with Paul Benson from Financial Autonomy (who is also our trusted 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 listen to the podcast here, and please let us know what you think!