{"id":1767,"date":"2021-06-30T07:16:46","date_gmt":"2021-06-29T23:16:46","guid":{"rendered":"https:\/\/theinvestorlab.com.au\/?p=1767"},"modified":"2021-06-30T07:16:49","modified_gmt":"2021-06-29T23:16:49","slug":"108-4-key-benefits-of-investing-in-trusts-with-archana-manapakkam","status":"publish","type":"post","link":"https:\/\/theinvestorlab.com.au\/108-4-key-benefits-of-investing-in-trusts-with-archana-manapakkam\/","title":{"rendered":"108:  4 Key Benefits of Investing in Trusts with Archana Manapakkam"},"content":{"rendered":"<!-- VideographyWP Plugin Message: Automatic video embedding prevented by plugin options. -->\n\n<p>A lot of people talk about investing in trusts, but not a lot know about what it actually is and how it works.<\/p>\n\n\n\n<p>In this episode, we cover the 4 key benefits of investing in trusts with Archana Manapakkam, Owner &amp; Principal of Archway Legal.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re someone who\u2019s ever thought about how to get more tax benefits out of your portfolio, how to pass your property portfolio onto your kids, or you\u2019re simply someone who just thought about investing in trusts and need more information, there\u2019s so much gold for you in this episode.<\/p>\n\n\n\n<p>We also cover what a trust <em>actually <\/em>is\u2026<br>Estate planning as a trust benefit (and what comes with it)&#8230;<br>Why you would want to invest in a trust\u2026<br>And heaps more!<\/p>\n\n\n\n<p>If you enjoy this episode, don\u2019t forget to like, rate, comment, share, subscribe and tune in weekly for more talks on property, business, and life.<\/p>\n\n\n\n<p>See you on the inside!<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Subscribe:<\/strong><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-investor-lab\/id1490182314\"> Apple<\/a> | <a href=\"https:\/\/open.spotify.com\/show\/6KdPSlb2AcXSwQuvmttgi9\">Spotify<\/a> | <a href=\"https:\/\/www.youtube.com\/channel\/UCdXRSMJY8Gt6676Pbv-3ZBA\/videos\">YouTube<\/a> | <a href=\"https:\/\/omny.fm\/shows\/the-investor-lab\">Omny<\/a> | <a href=\"https:\/\/feeds.blubrry.com\/feeds\/the_investor_lab.xml\">RSS<\/a><\/p>\n\n\n\n<iframe loading=\"lazy\" src=\"https:\/\/omny.fm\/shows\/the-investor-lab\/4-key-benefits-of-investing-in-trusts-with-archana\/embed\" width=\"100%\" height=\"180\" frameborder=\"0\" title=\"4 Key Benefits of Investing in Trusts with Archana Manapakkam\"><\/iframe>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>In this episode, we cover:<\/strong><\/h3>\n\n\n\n<ol><li>Archana\u2019s background story <strong>[03:46]<\/strong><\/li><li>Are trusts only relevant if you\u2019re a high-networth individual? <strong>[05:48]<\/strong><\/li><li>What is a trust? <strong>[06:56]<\/strong><\/li><li>The difference between a trustee and a beneficiary <strong>[09:43]<\/strong><\/li><li>Family trusts, Discretionary trusts and Unit trusts <strong>[13:11]<\/strong><\/li><li>Why would someone invest in a trust? <strong>[16:23]<\/strong><ul><li>Income splitting <strong>[16:49]<\/strong><\/li><\/ul><\/li><li>Can a trust retain funds or profits in a year? <strong>[19:41]<\/strong><\/li><li>The 50% Capital Gains Tax (CGT) discount <strong>[23:19]<\/strong><\/li><li>Distributing profits from one trust into the losses of another <strong>[26:38]<\/strong><\/li><li>What about estate planning as a trust benefit? <strong>[28:36]<\/strong><ul><li>Passing control of the trust to your children <strong>[30:08]<\/strong><\/li><li>When to assign an Appointor <strong>[31:03]<\/strong><\/li><\/ul><\/li><li>A sample scenario on passing a trust &amp; its ins and outs <strong>[33:44]<\/strong><\/li><li>Why would the ATO sue you? <strong>[38:24]<\/strong><\/li><li>Habits &amp; beliefs that have shaped Archana in the last 12 months <strong>[41:06]<\/strong><\/li><\/ol>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Links from the show:<\/h3>\n\n\n\n<ul><li>Visit Archway Legal: <a href=\"https:\/\/archwaylegal.com.au\/\">https:\/\/archwaylegal.com.au<\/a><\/li><\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">About our guest:<\/h3>\n\n\n\n<div class=\"wp-block-media-text alignwide is-vertically-aligned-center\" style=\"grid-template-columns:24% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"400\" src=\"https:\/\/theinvestorlab.com.au\/wp-content\/uploads\/2021\/06\/TIL_108_Guest.png\" alt=\"\" class=\"wp-image-1768\" srcset=\"https:\/\/theinvestorlab.com.au\/wp-content\/uploads\/2021\/06\/TIL_108_Guest.png 400w, https:\/\/theinvestorlab.com.au\/wp-content\/uploads\/2021\/06\/TIL_108_Guest-300x300.png 300w, https:\/\/theinvestorlab.com.au\/wp-content\/uploads\/2021\/06\/TIL_108_Guest-150x150.png 150w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p><strong><strong>Archana Manapakkam<\/strong> <\/strong>is a skilled tax lawyer with over a decade of experience as a tax professional. Prior to establishing Archway Legal, Archana worked as a Senior Associate in the tax team at Macpherson Kelley Lawyers. <\/p>\n\n\n\n<p>She has previously worked as a tax consultant for PwC (where she kicked off her career in their international tax and GST teams) and as a solicitor at Rigby Cooke Lawyers.<\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Connect with Us<\/strong>:<\/h3>\n\n\n\n<ul><li>The Investor Lab Membership (<a href=\"https:\/\/theinvestorlab.com.au\/jointhecommunity\">https:\/\/theinvestorlab.com.au\/jointhecommunity<\/a>)<\/li><\/ul>\n\n\n\n<ul><li>Dashdot Buyers Agents Website (<a href=\"https:\/\/www.dashdot.com\/au\/\">https:\/\/www.dashdot.com\/au\/<\/a>)<\/li><\/ul>\n\n\n\n<ul><li><em>Limitless: The Renegade\u2019s Guide to Building Wealth Through Property<\/em> &#8211; Goose McGrath (<a href=\"https:\/\/www.renegadespropertybook.com\">https:\/\/www.renegadespropertybook.com<\/a>)<\/li><\/ul>\n\n\n\n<ul><li>Ready to work with us directly? (<a href=\"https:\/\/dashdot.as.me\/discoverycall\">https:\/\/dashdot.as.me\/discoverycall<\/a>) <\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you liked this episode, please don\u2019t forget to subscribe, tune in, and share this podcast with others you know will benefit from the show!&nbsp;  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode, we cover the 4 key benefits of investing in trusts with Archana Manapakkam, Owner &#038; Principal of Archway Legal. If you\u2019re someone who\u2019s ever thought about how to get more tax benefits out of your portfolio, how to pass your property portfolio onto your kids, or you\u2019re simply someone who just thought about investing in trusts, there\u2019s so much gold for you in this episode.<\/p>\n","protected":false},"author":4,"featured_media":1771,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"right-sidebar","site-content-layout":"plain-container","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[14,16,11],"tags":[85,86,38,27,87,35],"_links":{"self":[{"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/posts\/1767"}],"collection":[{"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/comments?post=1767"}],"version-history":[{"count":0,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/posts\/1767\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/media\/1771"}],"wp:attachment":[{"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/media?parent=1767"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/categories?post=1767"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/theinvestorlab.com.au\/wp-json\/wp\/v2\/tags?post=1767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}