Hybrid Trust

Hybrid trusts contain elements of both discretionary and unit (fixed) trusts. They allow the trust income to be distributed according to a fixed agreement and remaining balances at the discretion of the trustee.

Example РDavid wants to operate his restaurant in a trust and receive a fixed proportion of the income each year. However, he also wishes to be able to distribute any remaining amounts however he wishes. He sets up a Hybrid trust where he nominates himself as the trustee and him and his family as beneficiaries. The trust deed stipulates he receive 50% of the income each year and that the rest can be distributed at his discretion. David could choose to distribute the remaining 50% amongst his family or could keep reinvesting the income within the restaurant.

To set up your hybrid trust we strongly recommend seeking expert advice from one of our business advisors. Get in touch today to find out more.

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How do I get my consultation?

This can be done face to face, by skype or by phone. Having a consultation with on of our experts, will give you peace of mind that your assets are protected and you have the correct setup in place going forward.

Our expert partner team of Business and Financial Advisors can also help with many other services to ensure your business venture is a success and profitable, including:

  • ABN / TFN / GST / PAYG Advice and setup
  • Business coaching and growth solutions
  • Business plans
  • Shareholder agreements
  • Investment strategies
  • Capital raising
  • Business and equipment finance
  • Marketing strategies plans
  • Bookkeeping software setup, training, and advice
  • SMSF setup advice including properties, bare trusts and investments

To book your consultation, phone or email our Client Relationship Manager.

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