Posts

Trusts and trust distribution changes

Trusts and Trust Distribution changes in 2022

Late last month, the Australian Taxation Office (ATO) released a package of new guidance material that directly targets how trusts distribute income. Many family groups will pay higher taxes (now and potentially retrospectively) as a result…

Shaun talks about Trusts: Podcast

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 …