Show Notes
When you think about big life events for your family wealth and business, where does tax rate on the list? It might not be at the top, but it needs to be up there. If not, there’s the risk of losing a big chunk of family capital, and potentially making the kids and grandkids grumpy.
In this episode, host Narelle Hooper chats with Mutual Trust's George Psarrakos, who has advised some of Australia’s wealthiest families and businesses, foreign subsidiaries, and international investors on their tax and accounting decisions. George is a Tax Partner at Mutual Trust who leads the Tax Advisory function, and sits on the ATO’s Private Stewardship Group. He's also just released a white paper that lists nine things smart families should be thinking about when it comes to making tax-aware decisions for the future. Learn about them here, as Narelle and George discuss important aspects of family tax that will help your family stay ahead. Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at [email protected] This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide. Purpose of Wealth is hosted by Narelle Hooper Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter See omnystudio.com/listener for privacy information.
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