Are Family Trusts Still Worth It In 2026?
About this episode
The episode discusses the effectiveness and requirements of family trusts in 2026, focusing on income distribution and asset protection.
Family Trusts can be a seriously powerful structure for income distribution and asset protection, but they only work well when you’re across the rules and the deadlines. We talk through how trust distributions actually work, what needs to be documented before 30 June, and what changes in ATO reporting mean now that trust distributions are showing on pre-fill reports. If you’ve got a family trust or you’re thinking about setting one up, this is the stuff you want to be across so it does what it’s meant to do.
People in this episode
Hosts: Nick Reilly, Jason Robinson
Topics covered
- Family Trusts
- Income Distribution
- Asset Protection
- ATO Reporting
- Trust Distributions
Keywords
- Family Trusts
- Income Distribution
- Asset Protection
- ATO Reporting
- Trust Distributions
- Tax Rules
- Financial Planning
Mentioned in this episode
Organizations: ATO
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