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I hold an investment portfolio in an HDT and trade from a company owned by another HDT (for reasons particular to my personal situation).


Personally, I wouldn't invest or trade in either my own or my wife's name unless I was only doing such a small amount that a trust wasn't warranted. A family trust is more flexible, assuming you have family members you can distribute to, and provides better protection.


Whether a trust or company would be better for you would likely depend on your personal situation and what you're trying to achieve, so you should talk to a structuring specialist.


Cheers,

GP


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