The EASY Way to Use a Family Trust That Actually Saves You Tax

Should you buy your next investment property in your own name or through a trust? Book a chat with our team and find out 👉 https://cleartax.com.au/contact-us/ In this video, property accountant Ash Jindal breaks down trust structures for Australian property investors, comparing ownership in your own name versus a trust using real tax scenarios, common pitfalls, and practical guidance so you can structure your portfolio for long-term flexibility and avoid costly mistakes. 00:00 Introduction to setting up a trust 01:02 What is a trust? 01:40 Who is a trustee? 02:17 Who is a beneficiary? 02:44 Who is a settlor? 03:05 Income flexibility and tax optimisation 05:10 Estate planning and wealth transfer 06:49 How asset protection works 08:15 Is a trust the right structure for you? 11:00 5 questions to help you decide whether a trust is right for you 12:33 I want to create a trust. What steps should I take next? This video is for property investors weighing up ownership structures, whether you're buying your first investment property or restructuring an existing portfolio for tax and asset protection benefits. Want to know if a trust structure is right for your situation? Call Clear Tax on 1300 417 399 or visit https://cleartax.com.au/contact-us/ to book a consultation with our team. Subscribe for more Australian property tax strategy videos every week. Clear Tax is a Melbourne-based accounting firm helping property investors and small business owners structure their finances for long-term wealth, specialising in tax strategy, property accounting, business structures and compliance across Australia. DISCLAIMER: Not Legal, Financial & Taxation Advice. The Listener acknowledges and agrees that: Any information provided by us is provided as general information and for general information purposes only; We have not taken the Listeners' personal and financial circumstances into account when providing information; We must not and have not provided legal, financial or taxation advice to the Listener; The information provided must be verified by the Listener prior to the Listener acting or relying on the information by an independent professional advisor, including a legal, financial, and taxation advisor and the Listener's accountant; The information may not be suitable or applicable to the Listener's individual circumstances; We do not hold an Australian Financial Services Licence as defined by section 9 of the Corporations Act 2001 (Cth) and we are not authorised to provide financial services to the Listener, and we have not provided financial services to the Listener. #aussiefinance #familytrust #propertyinvestor