Financial Trusts
Future Living has the experience and knowledge to manage a trust for your family member suitable to their circumstances and needs. Importantly it means the funds are legally protected.
We can manage large or small sums of money as well as Special Disability Trusts.
As Trustee, we hold funds in accordance with the WA Trustees Act (1962) and follow a prudent investment policy set by the Board and external advisors.
*Disclaimer:
Future Living Trust (Inc) is not a licensed financial provider and does not hold an Australian Financial Services Licence. We recommend that all applicants seek independent advice prior to investment.
Future Living Trust does not provide an indication or undertaking as to the expected performance of any Trust investment.
Property Trusts
Planning and finding suitable accommodation can be challenging. We can support you in making arrangements for your family member to:
- Remain living in the family home or
- Live independently in a home of their own.
We can assist you to broadly explore what may be possible for your family member to live independently or in supported accommodation now or in the future.
We can also securely manage a property held in a Trust for the lifetime of your adult child.