Want to Set Up a Trust in Australia. Jake Claver, recorded December 2025.
More on this subject: jakeclaver.com.
What this recording covers
Claver explains the legal and tax considerations for Australian residents establishing family trusts or transferring digital assets into protective entities. He notes that contributing assets to an Australian family trust triggers an immediate upfront tax obligation based on asset growth up to the date of transfer. Because upfront tax liabilities correspond to asset values at contribution, initiating transfers before extensive accumulation reduces initial tax costs while allowing future asset growth to occur within the trust. Alternatively, Claver outlines establishing entities in another country, such as Dubai, the Cook Islands, or other international regions, noting that international structures involve greater complexity and setup costs. Claver discusses domestic consulting firms that assist Australian clients with establishing local family trusts or self-managed superannuation funds.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.