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An in-depth look at a BOMAD Trust™

Exclusive guidance from the creator
Join Chris Batten, the creator of the BOMAD Trust™, to learn how this unique structure helps families support the next generation while protecting their own wealth. Gain expert guidance, explore smarter financial strategies, and get your questions answered directly.
Christopher Batten - Tax specialist and creator of the BOMAD Trust™

Are you considering helping your children into the property market but want to protect your wealth at the same time? The BOMAD Trust™ – short for "Bank of Mum and Dad Trust" – is a structured way to provide financial support while retaining control, managing risks, and building long-term family wealth strategies.

Now you can hear directly from the expert who created it. Join Christopher Batten, a leading tax specialist, in our live webinar series to gain a deeper understanding of how a BOMAD Trust™ works, why it was developed, and how it may apply to your circumstances.

Each session includes a presentation from Mr. Batten, followed by a live Q&A segment, where you'll have the chance to put your own questions to the person who knows the BOMAD Trust™ best.

In these webinars you'll learn:

  • Understand the fundamentals of a BOMAD Trust™ and why it matters for modern families
  • Explore the differences between a BOMAD Trust™ and traditional gifts or loans
  • Learn how a BOMAD Trust™ can help protect family wealth in the event of divorce, debt, or disputes
  • Discover potential tax and estate planning advantages of using this structure
  • Hear real-world scenarios of how families can successfully use a BOMAD Trust™
  • Ask Mr. Batten your specific questions during the interactive Q&A session

One-on-one guidance

We believe in empowering parents with tailored advice to make informed decisions about supporting their children's future. That's why we offer exclusive 1-on-1 meetings with Mr. Batten. In these sessions, you'll have the opportunity to discuss your unique family situation, and Mr. Batten will share his expertise and experience on how a BOMAD Trust™ can suit your needs.

These meetings are designed to address your specific concerns, from blended family dynamics to long-term estate planning. Mr. Batten will guide you through the potential pitfalls of informal support and demonstrate how the features of a BOMAD Trust™ can safeguard your legacy. Whether you're new to trusts or refining an existing plan, this personalised consultation ensures you leave with clarity and confidence.

A fee applies to book your 1-on-1 meeting, but is fully deducted from the cost of your BOMAD Trust™ if you proceed with us. Contact us today to schedule your session and take the first step toward a smarter way to support your family.

Upcoming Webinars

Webinars are held on a regular basis, with multiple times available to suit busy schedules. Whether you're just starting to explore options or ready to take the next step, there's a session available for you.

Reserve your spot today and take the opportunity to learn from the creator of the BOMAD Trust™ — and discover how this approach could support your family's financial future. Spaces in webinars are strictly limited.

To secure your place in one of our webinars please call us on (02) 9231 5111 or contact us today.

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