u/DotConscious2701

Investing in a family trust

Hi peeps,

Does anyone here invest into ETFs in a family trust? With the minimum 30% tax changes, are you changing your strategy? I was in the process of borrowing equity to invest into ETFs and on loaning into the trust but now re-evaluating whether individual name is now better.

I’m still young (32) so I still have a long time til retirement, so rules can change in that time. I’m investing through a family trust DCAing into ETFs regularly. Keen to know your thoughts.

reddit.com
u/DotConscious2701 — 3 days ago

Investing in a family trust

Hi peeps,

Does anyone here invest into ETFs in a family trust? With the minimum 30% tax changes, are you changing your strategy? I was in the process of borrowing equity to invest into ETFs and on loaning into the trust but now re-evaluating whether individual name is now better.

I’m still young (32) so I still have a long time til retirement, so rules can change in that time. I’m investing through a family trust DCAing into ETFs regularly. Keen to know your thoughts.

reddit.com
u/DotConscious2701 — 4 days ago