Sign up to save your podcasts
Or
Share Are Family Trusts Still Worth It In 2026?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Are Family Trusts Still Worth It In 2026?
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.
On this episode, we discuss:
(00:00) Intro
(00:19) Family Trusts: Powerful Structure Or Problematic?
(01:14) How Income Splitting Works In A Family Trust
(02:27) Asset Protection And Why Sole Traders Can Be Exposed
(04:00) The 30 June Deadline For Trust Distribution Minutes
(06:39) The Tax Strategy Of Distributing To Adult Children
(07:22) Trust Distributions Will Show On ATO Pre Fill Reports
(10:14) Section 100A: The Rules On Reimbursement Agreements
(13:04) The Risks Of Distributing Trust Income To Pensioners
(14:20) Buying Property In A Family Trust
(16:08) Why Banks Are Tightening Family Trust Lending Right Now
(20:07) The Cost Of Moving Company Shares Into A Trust Later
(23:44) The Family Trust Compliance Checklist For 2026
Check out the free resources from Inovayt here.
Send us an email: [email protected]
The Numbers Game is brought to you by Future Advisory & Inovayt.
Hosts:
Nick Reilly
Jason Robinson
This podcast is produced by VIDPOD.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Nick Reilly, Jason RobinsonFamily 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.
On this episode, we discuss:
(00:00) Intro
(00:19) Family Trusts: Powerful Structure Or Problematic?
(01:14) How Income Splitting Works In A Family Trust
(02:27) Asset Protection And Why Sole Traders Can Be Exposed
(04:00) The 30 June Deadline For Trust Distribution Minutes
(06:39) The Tax Strategy Of Distributing To Adult Children
(07:22) Trust Distributions Will Show On ATO Pre Fill Reports
(10:14) Section 100A: The Rules On Reimbursement Agreements
(13:04) The Risks Of Distributing Trust Income To Pensioners
(14:20) Buying Property In A Family Trust
(16:08) Why Banks Are Tightening Family Trust Lending Right Now
(20:07) The Cost Of Moving Company Shares Into A Trust Later
(23:44) The Family Trust Compliance Checklist For 2026
Check out the free resources from Inovayt here.
Send us an email: [email protected]
The Numbers Game is brought to you by Future Advisory & Inovayt.
Hosts:
Nick Reilly
Jason Robinson
This podcast is produced by VIDPOD.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More shows like The Numbers Game
View all
Aussie Firebug
7 Listeners
The Property Couch
65 Listeners
The Money Puzzle
40 Listeners
money money money
52 Listeners
Property Investment & Wealth Creation Australia | The Michael Yardney Podcast
24 Listeners
Equity Mates Investing Podcast
65 Listeners
this is property
9 Listeners
Inside Commercial Property
5 Listeners
Retire Right
35 Listeners
Get Rich Slow Club
12 Listeners
Australian Property Podcast
7 Listeners
The Fin
23 Listeners
Money Mentor Podcast
17 Listeners
Aussie FIRE | Financial Independence Retire Early
10 Listeners
Australian Retirement Podcast
15 Listeners