At Investax, we recently received a consultation call from a medical practitioner who had structured his entire financial life under one trust. Following advice from his accountant, he had purchased all his assets — including his principal place of residence (PPOR) — under this medical practice trust. Overview: Ahmed, a successful doctor running his own medical practice, reached out to […]

Many savvy Australian investors and business owners now use a trust structure to hold their properties, shares, or business assets. When used correctly, a trust is one of the most powerful tools for tax planning and asset protection. However, as the recent Goldenville Family Trust case has shown, even a simple oversight in timing or paperwork can undo years of […]