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Your Guide to Understanding Ownership Structures & Trusts

How to manage your own assets within a business entity

Common types of investment entities

Advantages and disadvantages of each

Success is not a miracle. Nor is it a matter of luck.

Learn how this can enable you to pay less tax, have more protection, create more wealth, and optimise opportunities for your future.

In This eBook You Will Learn...

What is a Company?

Your responsibilities as Trustee

What is a Discretionary Trust?

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Clearly, success doesn’t happen by accident. It’s a result of all the choices you make – the things you chose to do and the things you chose not to do.

This is not a theory… Ken Raiss has been working as Wealth Advisor for over a decade, and this Ebook is the result of his practical research.

Setting up a Trust, step by step

About the author


Ken Raiss

 

Ken is director of Metropole Wealth Advisory and gives strategic expert advice to property investors, professionals, and business owners. He is in a unique position to blend his skills of accounting, wealth advisory, property investing, financial planning, and small business.