Discretionary (family) trusts

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Duration: 14 minutes

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CPD Points: 0.23

Course Description

Discretionary trusts, commonly known as family trusts, are a common structure for lending. In this course, you will learn:

  • The structure and parties involved with a Discretionary (family) trust
  • How income distribution works
  • Lending requirements and information to help you successfully assist customers to borrow through a family trust

 

Course Requirements

This course is great for any role in the Finance and Mortgage Broking industry. We recommend having an understanding of the lending and submission process.

What you will learn in this course.

Discretionary (family) trusts

Duration

Disclaimer: This training course was prepared by Loan Market Group Pty Limited. It was prepared based on the information available as at 28th November 2023. References to third parties in the training course are not indication of endorsement or approval of those third parties. The training course is for education and personal development purposes, and is not professional advice. While Loan Market Group has used reasonable efforts to ensure that this training course is accurate and up to date, to the extent permitted by law, we make no warranty or representation as to its accuracy, currency or completeness. Before relying on any information discussed in this training course, you must independently verify the currency and accuracy of the information and its relevance.

Discretionary (family) trusts