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What is a Custody Trust?

  • Elizabeth Chevel
  • Apr 27, 2016
  • 1 min read

Trusts are a fundamental element in planning a business, investment and family financial affairs.

Common thought is that a trust is a legal entity or person, like a company or individual - when it really is not. A trust is in essence a relationship that is recognised and enforced by courts in the context of their equitable jurisdiction.

Our video will help you understand what Custody Trust is, how it works, and options to think about before executing this type of financial solution. Just a quick FYI a Custody Trust is also know as: bare trust, property bare trust, custodial trust, or custodian trust.

Learn more about Custody Trust in our educational video:

  • General terms, functions, and rules

  • Security benefits of a Custody Trust

  • Individual trustee vs corporate trustee

To speak to me about how I can help you with Custody Trust services or terms, please contact me on 0413 887 591 or email me: liz_wealth@trigonafinancial.com.au

This article contains general advice only.

Liz Chevel is an Authorised Representative of Dover Financial Advisers Pty Ltd

(AFSL 307248)

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© 2016 Trigona Financial Empowerment Pty Ltd trading as Trigona Financial Empowerment is an authorised representative of Wealth Today Pty Ltd AFSL 340289

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This website is published by Elizabeth Chevel and Trigona Financial Empowerment Pty Ltd. Elizabeth Chevel and Trigona Financial Empowerment Pty Ltd are authorised representative of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL (340289).

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Trigona Financial Empowerment Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time Elizabeth Chevel and Trigona Financial Empowerment Pty Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

liz@trigonafinancial.com.au

+61 413 887 591

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