Trusts are a powerful vehicle for protecting your family’s wealth and managing your tax obligations effectively. We provide expert guidance to ensure your trust is structured correctly and remains compliant with evolving ATO requirements.

Our Core Trust Services

• Trust Establishment & Structuring: Advice on selecting the right trust type (Family, Unit, or Hybrid) based on your specific goals for asset protection and income distribution.

• Annual Tax Compliance: Preparation and electronic lodgement of the Trust Tax Returns.

• Distribution Minutes & Advice: Assistance in drafting annual distribution minutes to ensure income is allocated legally and tax-effectively before the June 30 deadline.

• Asset Protection Strategy: Structuring trusts to safeguard personal and business assets from external risks and creditors.

• Succession & Estate Planning: Utilizing Testamentary Trusts to protect inheritances and provide for future generations in a tax-efficient manner.

Why Choose Us?

• Expert guidance tailored to your business goals

• Fast, hassle-free registration process

• Compliance with all Australian regulations

• Ongoing support beyond setup