Trusts

Trusts

Trusts can offer benefits in terms of asset protection, estate planning and tax efficiency.

Trusts are a commonly used structure for holding investments and carrying on small to medium sized businesses.  When appropriately incorporated into your business or personal investment strategy, trusts can offer benefits in terms of asset protection, estate and succession planning and tax efficiency.

Call us on 1300 654 590 or email us to discuss how we can help you establish or manage your trust structure.

How we can help you with asset protection and estate planning

We can help you to implement a business or investment strategy incorporating trusts, including:

Assisting you to understand how a trust structure may be useful to you if you are Starting a Business;

  • Providing you with advice about establishing a Trust, including whether it is suitable for your particular circumstances & objectives; the benefits & costs involved and the type of Trust that is appropriate for your situation;
  • Establishing a Trust (including family trusts, discretionary trusts, investment trusts, unit trusts, special disability trusts and hybrid trusts) including preparing a modern Trust Deed, Trustee Minutes and Trust Register and liaising with your accountant to ensure the trust is registered with the Australian Taxation Office (ATO) if necessary;
  • Assisting you to make changes to your existing Trust, including adding or removing trustees and transferring assets to and from the Trust;
  • Assisting you to manage and respond to reviews, investigations, audits or other enforcement activities undertaken by regulators including the ATO and State revenue offices;
  • Ensuring that the assets held in your Trust are addressed in your Estate Planning strategy so that on your death the wealth you have accumulated in your Trust is distributed in the way you intend;
  • Getting your trust distributions right; and
  • Helping to wind-up your Trust if it is no longer required.

Our approach is to provide clear advice and options so that much of the confusion and complexity can be taken out of the process for you.

Call us on 1300 654 590 or email us to discuss how we can help you effectively manage your business or investment strategy using trusts.

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  • We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
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