Your Accountant hopefully has ensured what you are doing is well documented!
Using a Trust has pitfulls where Trustees, MUST be acting in the best interests of the Beneficiaries.
There have been court cases where Beneficiaries have successfully sued the Trustees for capital losses, when they were acting outside the scope of the Trust Deed.
I'd be making sure your Accountant reviews everything annually, including all documentation.
Bookmarks