Using trusts: Keeping it in the family
The use of trusts by Australians to hold different assets, including investments in exchange traded funds (ETFs), managed funds, and direct shares, continues to grow.
6th July 2022
General Advice Warning – The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
LDM Private Wealth Pty Ltd (ABN: 98 630 176 582) is a Corporate Authorised Representative (AR#1273394) and Matthew Dragovic is an Authorised Representative (AR#1003251) both of Focused Financial Advice AFSL 286219.