Mortgage Trusts

What are mortgage trusts? Mortgage trusts are unit trust investments where your money is pooled with that of other investors. The money is then invested by the manager of the trust in a range of mortgages in the expectation that they can generate an income for their investors at a lower level of investment risk than if they undertook a similar investment individually. How do mortgage trusts make money for investors? [...]

By |2019-01-16T16:04:28+10:00January 14, 2010|Investment Strategies|0 Comments

Discretionary Trusts

As the description infers, discretionary trusts are structures under which the controllers (in this case, trustees) exercise their discretion in undertaking various aspects of their responsibilities. The most interesting one for asset protection and for taxation purposes is the degree of discretion the trustee has over the distribution of income - and of assets. ...but, what is a Trust? A trust is a relationship between the trustee (who legally owns [...]

By |2020-01-29T16:24:22+10:00August 27, 2009|Wealth Management|4 Comments
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