[Online Event] When to use a trust for investing?


June 3, 2020


10:30 am to 11:15 am


On the interweb (details sent post-registration)




Class overview

If you’re making a decent income, building investment income can just add to your already massive tax bill, so it’s common to look for a smarter way to go about things. But the world of investment trusts, family trusts, discretionary trusts, and all the other tax entities can be overwhelming. There are often also a bunch of people in your ear that can have hidden agendas. It can be a minefield trying to figure out whether using a trust is something that will actually be worthwhile. 

But for the right people, and when used in the right way, trusts can save you tens of thousands or even hundreds of thousands of dollars in tax. In this episode, I cover the key things you need to know about trusts to know if or when they might be the right move for you.

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What you’ll learn

  • What a trust actually does and how they work
  • The one rule main rule of trusts that saves you tax
  • Some of the key rules around trusts you should be across
  • Trust tax planning strategies
  • How trusts are actually set up and how to get started

About the instructor: Ben Nash

Ben Nash is a Finance expert commentator, best-selling author, speaker, and award-winning financial adviser and the founder of Pivot Wealth. Ben knows that money doesn’t solve problems, but it does give you options. He believes money success is about finding the perfect balance between living an epic lifestyle now, while building financial freedom and security at the same time. 

In Ben’s training sessions he draws on practical experiences from talking to thousands about money to help you learn simple, practical, tried and tested money strategies that actually work, delivered in an easy to understand way.

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Fill out the form below to book your spot on: June 3, 2020, 10:30 am to 11:15 am

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