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Client got approved — under a Family Trust

Client got approved — under a Family Trust

by samanthal@mountainam.com.au | Jul 17, 2026 | Case Study / Scenario

Blog Client got approved — under a Family Trust Ever had a self-employed client with a Family Trust and income that just doesn’t fit the standard mould? We recently turned exactly that scenario into a formal approval — and we wanted to walk you through how, in...

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        Level 4, 488 Bourke Street
        Melbourne VIC 3000 Australia
        © 2026 Uptain. All rights reserved.
        MCP CREDIT Pty Ltd trading as Uptain, ACN 643 907 699, holds Australian Credit Licence No. 527652 and is an Authorised Representative No. 1309951 of Mountain Asset Management Pty Ltd, ACN 644 362 425, AFSL No. 525960, acting as Trustee of Uptain Select Income Fund.
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        Torres Strait Islander flag - Wikipedia
        In the spirit of unity and respect, Uptain acknowledges the Traditional Custodians of the lands on which we live and work, across all territories. We recognize their enduring connection to land, sea, and community. We honor the wisdom of their Elders, past, present, and emerging, and extend our heartfelt respect to all Aboriginal and Torres Strait Islander peoples, affirming our commitment to reconciliation and shared understanding.