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    An Everyday Aussie’s Guide to Discretionary Trusts
    An Everyday Aussie’s Guide to Discretionary Trusts
    An Everyday Aussie’s Guide to Discretionary Trusts
    Ebook36 pages26 minutes

    An Everyday Aussie’s Guide to Discretionary Trusts

    By Muriel Oliver

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    About this ebook

    For many years my accounting and tax clients have asked for more practical information on Discretionary Trusts and I have been unable to refer them to anything that is appropriate for their needs. Whilst there are many legal and highly technical books on the subject, these are written mainly for Law Makers, Members of the Judicial system, as well as Lawyer and Accountants, there is almost nothing applicable to the everyday user. We have run seminars on this in the past but it is often difficult for attendees to remember the detail and to apply it without a point of reference. To attempt to bridge this gap, I have written this eBook "An Everyday Aussie's Guide to Discretionary Trusts".

    I am planning a number of other books on both related topics and general business, once again to de-mystify and explain important concepts to Business People, Investors and the Interested user.

    LanguageEnglish
    PublisherMuriel Oliver
    Release dateFeb 3, 2016
    ISBN9781310532832
    An Everyday Aussie’s Guide to Discretionary Trusts
    Author

    Muriel Oliver

    Muriel has over thirty years’ experience in Accounting, Taxation and Client advisory including over twenty years’ experience in Australia, initially working for Arthur Andersen and is currently a Director of Primarius Financial Solutions, based in Perth.Prior to this she worked in South Africa, Botswana and Hong Kong, having sold her first firm to KPMG in 1989. Muriel's experience covers a wide range of industries, with extensive experience in the accounting profession as well as having worked in commerce as well.Muriel enjoys using her experience and knowledge to find solutions for clients that meet their needs and add value not only to their business, but also to their overall personal financial position.Over the years she has been searching for ways to simplify concepts for clients and to that end has started writing books on various subjects in an attempt to demystify many of the key concepts.She is currently working on a Doctorate of Business Administration focusing on Business Models, Strategy and the family Business.Muriel is a strong advocate of quality systems and procedures to create and maintain sustainable businesses.She is a wife, mother and grandmother and enjoys travelling and playing golf with her husband and spending time with her family.

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      Book preview

      An Everyday Aussie’s Guide to Discretionary Trusts - Muriel Oliver

      An Everyday Aussie’s Guide to

      Discretionary Trusts

      An Everyday Aussie’s Guide to Discretionary Trusts

      Smashwords Edition

      An Everyday Aussie’s Guide to Discretionary Trusts published by Muriel Oliver at Smashwords

      Copyright ©2016 Altipano Pty Ltd

      Smashwords Edition, License Notes

      This eBook is licensed for your personal enjoyment only. This eBook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to your favorite eBook retailer and purchase your own copy. Thank you for respecting the hard work of this author.

      Dedication

      This book has been dedicated to my many clients over the years who asked for more relevant and simple information about trusts to assist them in understanding how to use them. It was my New Year’s Resolution 2016! to pen this mini- eBook, which hopefully assists in explaining this much used and very popular business and investment structure.

      Acknowledgements

      I would like to thank Alan and Matthew Oliver, not only as my fellow directors but also my husband and son for their perseverance in reviewing this first business book to try to find that fine balance between just enough information and technical overload.

      I would also like to thank all of our team at Primarius Financial Solutions, as well as the friends and clients

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