Overview of Trusts for Property Investors

Overview of Property Investor’s Trusts by Property Tax Specialists

Family Trusts for Property Investors

A Family Trust Election unlocks income flexibility, asset protection and estate planning advantages — but rules around losses, distributions and land tax require careful planning.

Unit Trusts for Property Investors

Unit trusts divide ownership into fixed units, suiting co-investors and joint ventures. Income and capital gains flow through to unitholders, with CGT discount eligibility preserved.

Discretionary Trusts for Property Investors

A discretionary trust gives the trustee full control over annual income distributions, offering flexibility, asset protection and CGT discount access — with key limitations to understand.

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