Family Office News

A self-settled trust, as it is referred to in the estate planning community, is generally an irrevocable trust that allows the creator (commonly referred to as the “settlor” or “grantor”) to be one of the beneficiaries, while providing many of the same benefits applicable to trusts where only family members are beneficiaries. Such benefits include building wealth outside of the taxable estate of the settlor, multi-generational planning, protecting family wealth from any potential future creditors and consolidating wealth management.

Transfer pricing regulations and international guidance on the subject recommend methodologies to determine arm’s length price.

Like private equity fund preoccupation with portfolio companies and corporate attention to balance sheets, family offices are currently distracted by their families’ safety and overall investment portfolios.

Some of Australia’s largest listed companies are ditching or deferring the dividend payments investors rely on. Is it time to look further afield?