Trusts

Protect your assets and ensure they’re transferred as you intend.

What is a trust?

You can think of a trust as a safety box for your money, property or investments that someone you trust will manage for the benefit of someone else. Trusts are a common way for families and businesses to organise and transfer wealth, and can be used to avoid legal complications, save on taxes, and make sure your wishes are carried out as you planned.

To set up a trust, the following entities are involved:

1. A trustee

This is the person or company that is in charge of managing and protecting the assets you are placing in the trust.

2. The beneficiaries

These are the people or organisations who will eventually get to use or benefit from what’s in the trust.

Trusts can help to:

Set the conditions for how and when beneficiaries gain control over assets. For example, gaining their inheritance when they reach a certain age or milestone.
Protect your assets from creditors, lawsuits, or divorce settlements and make sure they’re saved for your beneficiaries.
Create a separation between the beneficiary of an asset and the person or company that controls the asset. This ensures that the assets are managed responsibly for minors, dependents with special needs, or other who are unable to handle money on their own.
Minimise income and capital gains taxes, keeping more wealth within your family or business.
Avoid family disputes, as your wishes are clearly outlined in the trust deed.

Find the right trust structure for you.

Different types of trusts serve different purposes with varying legal, tax, and administrative implications. By working with us, you can have peace of mind that your trust is structured, managed and optimised to protect your assets and aligned to your financial goals.

Our trust services include:

We keep our fees simple:

Trust Financial Statements
and Income Tax Return

Starting from $2,000 + GST