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Podcast: Australian Finance Podcast
Episode: Family trusts: smart strategy or overrated?
Description: In this episode of The Australian Finance Podcast, host Gemma Mitchell is joined by award-winning financial adviser Deline Jacovides, founder of Mazi Wealth. Together, they break down the ins and outs of discretionary (family) trusts—what they are, how they work, and when they’re worth considering.​
In this episode, we cover:
What a discretionary trust is and how it works in Australia
When a trust structure makes sense—and when it doesn’t
Investing in shares vs property in a trust
The tax benefits of trusts (and when they actua...