Family trusts were once very popular due to their ability to allow income to be effectively distributed to minors, amongst other benefits. Recent legislative changes have lessened this benefit, however, other benefits remain intact.
A family trust portfolio, like any other investment portfolio, should be established and operated to the agreed objectives of the trust.
Guardian can establish and run investment portfolios independently or with the aid of the trustees. Our family trust portfolio management utilises our GAINS service and can accommodate any available asset the trustees’ deem appropriate.
Ongoing quarterly reporting ensures all are kept up the date and the portfolio is managed in a tax effective manner in accordance with the wishes of those concerned.