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Sydney, Australia – Quilter, a leading wealth management and investment platform, has just launched a cutting-edge tool designed to empower financial advisers as demand for lifestyle trusts continues to surge across Australia. This strategic move comes as pension regulations are set to broaden, creating a more complex landscape for both advisers and their clients.

The new tool, developed with the evolving needs of Australian financial advisers in mind, aims to streamline the process of establishing and managing lifestyle trusts. These trusts, increasingly popular for their flexibility in estate planning and asset protection, require a nuanced understanding of tax laws and regulatory requirements. Quilter’s solution promises to simplify this complexity, allowing advisers to focus on providing tailored advice to their clients.

Why the Growing Demand for Lifestyle Trusts?

Several factors are contributing to the rising popularity of lifestyle trusts in Australia. Firstly, an ageing population is driving increased interest in estate planning and ensuring assets are distributed according to individual wishes. Secondly, a greater awareness of asset protection strategies, particularly in the face of potential liabilities, is prompting individuals to explore trusts as a viable option. Finally, the desire for greater control over asset distribution and minimising tax implications is a key motivator for many seeking lifestyle trusts.

“We’re seeing a significant uptick in demand for lifestyle trusts, and we recognise the challenges advisers face in navigating this area,” explained [Spokesperson Name/Title at Quilter - *Insert if available*]. “This new tool is designed to alleviate those challenges, providing advisers with the resources and support they need to confidently advise clients on the suitability and implementation of lifestyle trusts.”

Key Features of the Adviser Tool:

• Simplified Trust Creation: Guides advisers through the essential steps of establishing a lifestyle trust, ensuring compliance with all relevant regulations.
• Tax Planning Support: Provides access to up-to-date tax information and modelling tools to optimise trust structures for tax efficiency.
• Client Reporting: Generates clear and concise reports to facilitate transparent communication with clients regarding trust performance and management.
• Integration with Quilter Platform: Seamlessly integrates with Quilter’s existing platform, providing a unified view of client portfolios and trust holdings.

Looking Ahead: Pensions and Regulatory Changes

The timing of this tool launch is particularly opportune, given the impending changes to pension regulations. As pensions fall under a wider scope of scrutiny, the need for sophisticated estate planning solutions like lifestyle trusts will only intensify. Quilter’s new tool positions advisers to proactively address these evolving client needs and maintain a competitive edge in the market.

Quilter’s commitment to innovation and supporting the financial advice community is evident in this latest offering. By providing advisers with the tools they need to navigate the complexities of lifestyle trusts and pension regulations, Quilter is helping to ensure Australians can achieve their financial goals with confidence.

For further information, please contact [Quilter PR Contact Detail - *Insert if available*]