Send us Fan Mail

What is a trust… and do you actually need one?

In this episode of The Winner's Playbook, Billy sits down with Adam from Link Wealth Accounting to break down trusts in plain English. They cover what a trust actually is, how it works, and why people use them beyond just “saving tax.”

The conversation dives into how trusts can create tax flexibility, protect assets, and help with long-term family planning. They also unpack different types of trusts, how distributions work, and some of the common mistakes people make, especially when things are not set up or managed properly.

If you have heard about trusts but never fully understood them, this episode will give you a clear, practical overview of when they might make sense and what to watch out for.

Get in touch with Adam:
https://www.linkwealthaccounting.com.au/adam-jacobson

Adam's TikTok: https://www.tiktok.com/@adam.jacobson.accounting

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

----

General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.