Current as of: 26 February 2025.
Navigating discretionary trusts has become increasingly complex due to ATO rulings and high-profile cases. Now is the time to ensure your clients’ trusts are structured to mitigate historical and future risks and avoid becoming the next landmark case.
Protect your clients’ wealth and succession planning with our full discretionary trust review product, Trust Evolve™.
Trust Evolve™ has been created to give advisors and their clients peace of mind, ensuring their discretionary trusts and the distributions from them are fully compliant and effective.
In this session, industry experts Emily Pritchard and Mick Nielsen, discussed how Trust Evolve™ is helping advisors transform and strengthen their customers’ discretionary trust strategies.
Click here to view the presentation slides, or for more information about Trust Evolve™ check out the resources below:
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