Not Sure if You Need a Family Trust?
Take the 90-second assessment to see whether a Family Trust may apply to your situation. Answer a few quick questions and get a personalised recommendation, including what a Trust would cost for your specific situation.
8 Questions. 90 seconds. Better Clarity.
Many business owners earning $100k+ are unsure whether their current structure is still appropriate and have their assets exposed.
This quick assessment will show whether a Family Trust is worth reviewing.
What You'll Learn From The Assessment
After completing the check, you'll better understand:
- Whether a Family Trust may be relevant for your situation
- Potential tax implications of different structures
- Where personal assets may be exposed to risk
- Whether your current setup still aligns with your income and goals
At the end you'll receive information about whether a trust structure may be worth exploring and other potential benefits of setting up a Family Trust.
Unsure if a Trust is right for you?
This Assessment Is Designed For People Who:
- Run a profitable business or are self-employed
- Earn around $100k+ annually
- Have assets they want to structure appropriately
- Want to understand whether their current structure still suits their situation
Why Many Business Owners Review Their Structure
Many business owners only review their structure years after it was first set up. As income grows and assets accumulate, the original structure may no longer be appropriate.
This can result in situations where:
- Personal assets may be exposed to business risk
- Income may not be structured efficiently
- Assets are held in the wrong ownership structure
- Financial planning decisions are based on outdated assumptions
A simple review can help determine whether your current structure still fits your situation today.
Not everyone needs a Trust
A Family Trust is not appropriate for every situation.
If a trust doesn't appear relevant based on your answers, the assessment will explain why. This assessment provides general information only and is not legal, tax or financial advice.
How it works
Step 1 – Risk Assessment
You complete the online risk assessment.
Step 2 - Clarity
We discuss whether a Family Trust is necessary or whether another structure is more appropriate.
Step 3 - Risk exposure
We will discuss your goals and risk exposure.
Step 4 - Connect
We connect you with our team and/or financial adviser.
Testimonials
Would highly recommend! They were professional and helpful and made the whole process easy from the get go.
Michelle
Always great communication and happy to answer any questions I had. Highly recommend them!
Katy
George was very helpful in our journey, he was always there ready to answer all our questions.
Cheryl
How Protection Partners delivers results
A Clear Starting Point
We act as your first point of contact, helping you make sense of your situation before involving multiple advisers.
Guidance, not guesswork
Your situation is triaged carefully so you’re introduced to the right professional, not just the next one available.
Personalised Service
We connect you with the most appropriate adviser for your circumstances, saving time and reducing unnecessary back-and-forth.
Check Whether Your Current
Structure Still Makes Sense
Take the 90-second assessment to see whether your current structure still suits your income, assets, and situation.